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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: TGPTNDR who wrote (86135)	7/31/2002 2:13:23 PM
From: Petz	Read Replies (2) \| Respond to of 275872

TGP, thanks for that quote, was it from JC? So Rob's point seems to be that AMD shipped and sold 6M+ CPUs, that Intc shipped between 29 and 30M CPUs, for a total of around 35M, but he has concerns that the PCs sold weren't that high. I think Rob is right. If AMD shipped 6.1, Intel 30.2 and "other" was 0.6, the total is almost 37M, quite a bit worse than Rob's number (35). I suspect Intel really "stuffed the channel" in Q2. If we find out that total PC sales were only 34M, they probably sold MORE than 3M excess CPUs into the market.

To: TGPTNDR who wrote (86135)	7/31/2002 3:33:25 PM
From: Petz	Read Replies (2) \| Respond to of 275872

<font color=green>Good news from Inq: AMD will produce 333MHz front side bus Firm does about turn to Intel threat By Mike Magee: Wednesday 31 July 2002, 10:26 DESPITE DENIALS from AMD a few months ago that it would produce Athlon XPs using a 333MHz front side bus, it appears the company will, in fact, do so. A report on AMD MB yesterday suggested that AMD had done an about turn and we now have confirmation from one of the firm's partners that this report is substantially correct. The same site says that AMD has made improvements to the core of its Thoroughbred processors and we also can confirm that is the case too. One partner told us today that AMD has fixed a problem with the XP processors just a few weeks ago, and that's allowed them to give the chips a major boost. Further, the K7 is likely to co-exist with the K8 now for a long time, and will scale better than AMD first thought. AMD may also unlock the 2400+, 2600+ processors, we understand. AMD has publicly said that it will introduce AMD XP2400+ and XP2600+ processors during the second half of this year. When AMD will release 333MHz FSB versions of its Athlon XPs is a different matter, we don't have any information on a date as yet. The u-turn is undoubtedly a response to Intel scaling its processors faster than AMD suspected, and also converting most of its Pentium 4s to 533MHz FSBs quicker than the competition had planned. µ theinquirer.net The AMDMB report also said that the 2400+ would run at 2 GHz, not 1.93. I'm sure AMD's motherboard and chipset partners appreciate the change, since it should spur sales of better boards. Petz