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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TigerPaw who wrote (174525)	2/14/2005 8:55:47 PM
From: William F. Wager, Jr.	Respond to of 176388

AMD cuts chip prices... Published: February 14, 2005, 1:54 PM PST By John G. Spooner Staff Writer, CNET News.com TrackBack Print E-mail TalkBack Advanced Micro Devices adjusted the prices on a number of its PC and server processors on Monday. The chipmaker, in a regularly scheduled price adjustment, followed the introduction of higher-performance Opteron server chips with cuts of up to 35 percent on existing Opterons. AMD also lowered the prices of its Athlon 64 chips for desktop and notebook PCs by as much as 34 percent and cut its Sempron value chips by between 6 percent and 19 percent. But in a twist, it also slightly raised the prices on a handful of processors, including a pair of Athlon MP server chips and a Sempron for desktop PCs. Most of AMD's Opteron price moves resulted in cuts of 18 percent or more. The chipmaker lowered prices on Opteron 800 processors, chips it designed to fit into servers with four or more processors, by up to 25 percent. The Opteron 848, for example, went down 25 percent from $1,165 to $873. AMD enacted some of the biggest price changes in its Opteron 200 line for dual processor servers and workstations. It lopped between 19 percent and 34 percent off of those chips' prices, dropping the Opteron 244 and the Opteron 248 by 34 percent each. They are now $209 and $455, respectively. The Opteron 150, part of the Opteron line for single processor servers and workstations, saw the biggest drop. It was lowered by 35 percent to $417. AMD kept the price of its flagship desktop processor, the Athlon 64 FX-55, the same at $827. But it slashed prices by up to 34 percent on many of the rest of its desktop Athlon 64s. The company nipped the price of its flagship Athlon 64 4000+ chip by 12 percent to $643. The Athlon 64 3800+ and 3700+ processors were lowered by 34 percent and 30 percent, respectively, to $424 and $329. AMD clipped a number of Mobile Athlon 64 chips' prices as well. The Mobile Athlon 64 3700+ for large, desktop replacement notebooks, fell by 30 percent to $321, in one example. AMD also dropped the prices of its Sempron processor for low-price desktops and notebooks. The Sempron for desktops using Socket A motherboards--the same type of socket used by the company's older Athlon XP chip--were among those cut. The Sempron 2800+ for Socket A boards was clipped by 17 percent to $90. The Mobile Sempron 2800+ for full-size notebooks, meanwhile, dropped 19 percent to $87. Although AMD normally reduces the price of a given chip as it gets older, the company occasionally increases the price on a chip. This time around, it stepped up prices on two Athlon MP chips and one Sempron. The Athlon MP 2800+ was upped $27, to $201, while the Athlon MP 2600+ was increased $20, to $151. AMD also bumped up its desktop Sempron 2400+ by $7, to $68. AMD's list prices reflect two different ways in which it sells its chips. The prices it lists for notebook and server chips represent prices for chips sold in 1,000-unit lots to PC makers. However, its desktop PC processor prices reflect chips that are sold in kits with heat sinks and fans. These processor-in-box prices, which also include a three-year warranty, reflect what system builders who purchase chips via an authorized AMD distributor would pay when purchasing the kits in 1,000-unit lots, AMD has said. Street prices for individual chips tend to vary and are often higher than AMD's list prices. news.com.com

To: TigerPaw who wrote (174525)	2/14/2005 9:37:16 PM
From: Elmer Phud	Respond to of 176388

TP I have a few thousand Intel shares and a similar amount of Dell (And a lot of AMD too). That doesn't mean I keep my eyes closed to trends. I have substantial positions as well and I watch trends too. AMD will only be supplying server processors in the initial contracts. IMO. AMD won't be supplying anything any time soon. IMO.

To: TigerPaw who wrote (174525)	2/21/2005 4:59:47 AM
From: stockman_scott	Respond to of 176388

Why Intel's inventory troubles may cause widespread problems analysis.itmanagersjournal.com

To: TigerPaw who wrote (174525)	2/24/2005 1:16:32 PM
From: stockman_scott	Respond to of 176388

Dell's stance on AMD: Look but don't touch asia.cnet.com <<...The time may still come Last October, Rollins and other Dell executives praised AMD for its recent progress. They called it a technology leader in moving standard PC processors to 64-bit addressing and praised its development of dual-core PC processors. "We believe there will come a time when we use AMD products, too," Rollins said during a November appearance in Boston. Meanwhile, Intel suffered a number of troubles in 2004. The chipmaker delayed a new version of its main notebook chip, the Pentium M, and pushed back or even cancelled forthcoming desktop Pentiums. But Intel--which also introduced 64-bit extensions into its Xeon server chips and sped up its plans to deliver dual-core processors in 2004--has since turned things around, Rollins said. Actions such as adding 64 bits and speeding up dual-core development put Dell customers at ease, Rollins said. That, in turn, eased the minds of Dell executives. "Whenever one of our partners slips on either the economics or...technology, that causes us great concern," he said. "For a while, Intel admittedly slipped technologically, and AMD had made a step forward. When that happens, you're going to see us respond." Still, it would be premature to say Dell won't move in AMD's direction again in the future, Rollins said. AMD, for its part, is trying harder than ever to woo Dell. The company has added an ally in Mort Topfer, a former Dell vice chairman who now sits on AMD's board of directors. Given Dell's new goal of hitting US$80 billion in annual revenue--a goal that will require the company to increase its share of the PC market considerably--some analysts believe that it's a matter of time before Dell chooses to build a line of AMD-based computers. "They have come close many times," Nathan Brookwood, an analyst at Insight 64, said of the companies' relationship recently. "I think of it as Lucy holding the football for Charlie Brown."...>>