Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dhellman who wrote (164325)	7/9/2005 9:01:31 AM
From: niceguy767	Respond to of 275872

"AMD is offering five versions of the chip: 2600+, 2800+, 3000+, 3100+ and 3300+, which are priced at $74, $83, $98, $113 and $140, respectively." Not long now, it would seem, before AMD's lowest performing offering is a 3000+ 64-bit Sempron. What does INTC have that can compete on a price/performance basis with a 3000+ Sempron64? How times are changing? Perhaps not too far down the road, current trends prevailing, INTC's top performing offering will have trouble competing with AMD's entry level offering, which, by the way, is the current status in the DC space ;-)

To: dhellman who wrote (164325)	7/10/2005 8:52:35 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"Considered the third-largest PC maker, behind Dell and Hewlett-Packard, Lenovo is expected to buy more than $4.3 billion worth of chips in 2005 pushing it into ninth place on the world's largest buyers of semiconductors, according to market research firm iSuppli. Last year, Lenovo bought $1 billion in chips, securing it the 36th spot on the list." Just noticed that Lenovo will purchase $3.3B more computers in 2005 than in 2004. Heck, Lenovo's growth rate looks like it'll be up there with AMD's. ;-) Kidding aside, be kinda nice if AMD can capture more than 15% of Lenovo's growth...say about 50%? Again, there should be some hint in Q2's CPG no's.