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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Ali Chen who wrote (4113)	1/31/1998 4:28:00 PM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 6843

Since the latest rantings seem to be about CyberMax I'll offer my two cents. Obviously, Im not too happy about the situation. CyberMax was one of the earliest K6 adopters, and they've done a lot to market their K6 machines. In fact, I own one, and I'm sure its faster than any 266 mhz piece of crap IBM or Compaq will crank out. The problem here is a yield issue, and a contractual issue. The fact that CyberMax isn't getting the CPU's AMD believed it could ship is just a reflection of its underlying yield problems. AMD has undoubtedly contractually bound itself to ship certain volumes to Compaq and IBM, based on yield projections that AMD has been unable to fulfill. Since AMD can't very well go breaking the contracts, CyberMax gets the short end of the stick. That's bad business, but unfortunately at this point it looks like AMD has little choice. We'll see. Kevin

To: Ali Chen who wrote (4113)	1/31/1998 5:53:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 6843

Ali - Why don't YOU order a CyberMAX K6 notebook - help out your competition! Go, Ali - call these poor suckers up and order one of these! Then ask about the Delivery Schedule! When do you plan on orchestrating your anti-AMD policy because Sanders STIFFED an AMD LOYAL CUSTOMER? You can relate to this QUALITY PERFORMANCE from AMD. AMD's new Motto: AMD AT WORK - We'll stiff you if we get a better offer from Compaq! Outrageoeus Behavior. AMD should be sanctioned by the high minded folks on this thread who abhor such behavior. Think of your outrage if Intel STUCK it to a customer like AMD STUCK IT TO CYBERSMASH! {============================================} cybmax.com CyberMax Introduces... The freedom of a laptop - The power of a desktop MobileMax- the ultimate affordable desktop replacement - is finally here. CyberMax offers you a notebook computer, built around the AMD K6 CPU, that does everything your desktop computer does and more. You are no longer confined to your office. You have the freedom of taking the CyberMax MobileMax anywhere you want to go - thanks to the ability to run on 2 batteries, a CD-ROM and a floppy drive. Large screen sizes (up to 14.1" TFT), 4MB EDO graphics, 3D wavetable sound, NTSC video in/out and 20X CD-ROM add up to a multimedia system that is superior to most desktop computers. Adding peripherals to this system is a snap with 2 USB Ports and 2 PCMCIA Type II / 1 PCMCIA Type III slots. Backward compatibility is ensured with game, serial, parallel, and PS/2 ports. The TravelMax reflects our commitment to offer low cost alternative CPU solutions. The TravelMax is a steal - with models starting as low as $1699! The TravelMax will also offer support for the AMD K6 CPU and offer large active matrix displays up to 13.3". The TravelMax is the perfect supplement to your desktop system. {===================================} Ali - STICK IT TO AMD! Paul

To: Ali Chen who wrote (4113)	2/1/1998 1:39:00 AM
From: Robert Walter	Respond to of 6843

Ali & All, Here is another Lehman Brothers report from 1/30/97. Headline: Semiconductors: Weekly Chip Price Survey Author: M. A. Gumport, CFA 1(212)526-5368/C. Gangi -3754/T. Berg -5276 Rating: Company: AMD,IDTI,INTC,MU,NSM, Country: IND CUS Industry: SEMICO Today's Date : 1/30/98 ------------------------------------------------------------------------------ * DRAM PRICING MIXED FOR PAST WEEK; 16 MBITs FLAT/UP, 64 MBITS FLAT/DOWN. ------------------------------------------------------------------------------ DRAMs: 16 MBITS INCHING UP; 64 MBITS STILL MOVING DOWN. 16 Mbit DRAMs were flat/up for the past week. A big boom in pricing 2 weeks ago gave way to a flat trend and now another slight uptick. Meanwhile, 64 Mbit DRAM pricing is still moving lower. 64 Mbits are still priced at more than the normal 4-5x premium over 16 Mbit devices, but the spread has substantially narrowed and we would expect 16 Mbit and 64 Mbit prices to move pretty much in parallel now. We note that MU-$33 13/16-4 has been a big beneficiary of the upsurge in DRAM pricing. We see no need currently to change our below consensus EPS projections, and we would view news on DRAM pricing next week (after Chinese New Year) as much more meaningful. AT THE MOMENT, ABOUT 2/3'S OF WORLD DRAM CAPACITY IS ON HOLIDAY SCHEDULE, 1/3 OF WORLD DEMAND IS ON HOLIDAY SCHEDULE, AND THIS WEEK'S SLIGHT UPTICK IN 16 MBIT DRAM PRICING CANNOT BE TAKEN AS CONFIRMATION OF AN UPTREND OR EVEN STABILITY. PROCESSORS: STEEP DECLINES; CLONES DOING WELL. Pentium family prices are down steeply in line with INTC's-$82-3 cuts early this week. We continue to be struck by 2 facts: 1) The unusually steep pace of decline (which, in part, reflects INTC's success in moving to low cost 0.25 micron output and, in part, the presence of competition), 2) AMD's parts continue to sell at a good premium to list and in line with spot targets. Discussions with NSM-$27-2 earlier this week confirm that they received at least $60-70 on average for their GX processors (sold exclusively to Compaq) last quarter, about 30% above our expectations, and their new Gx-MMX will go for over $110. AMD continues to have major production uncertainties and, in the interim, customers have turned to IDTI's-$13 1/16-2 new Centaur chip; we are receiving first reports of favorable customer reviews on Centaur. IN A NUTSHELL: PHASE 3. Despite Asia/Pacific fears, the U.S. economic backdrop remains very favorable. A rebound from distress tax selling (phase 1) and a setback on tough 4Q EPS reports (phase 2) has now given way to renewed chip stock buying (phase 3) as we enter the seasonally strongest period for orders with the group still in the lower quartile of their historical valuation range. Some signs of order uptrends have already emerged, but much of the buying has to be called conceptual since 1H98 trends look relatively weak. We expect a summer setback followed by a stronger rally in late 1998. Our focus remains on the most profitable companies with the best momentum and/or those with a long term improving trend in gross margins. Chip Prices: NECX Flash 1/29 16M TSOP $12.88 8M TSOP $ 5.05 4M PLCC $ 4.00 2M PLCC $ 3.48 1M PLCC $ 2.13 Chip Prices (Cont'd) p.2 NECX SRAM 1/29 32Kx8 SOJ (15ns) $ 0.75 128Kx8 SOJ (20ns) $ 1.60 DRAMS AICE --% CHG VS.-- NECX 64MBITS 01/29 1WK 2 WKS 1MO 01/29 Sync 4Mx16 $18.67 0.0% 0.0% -11.8% $--.-- Sync 8Mx8 $19.20 0.0% 0.0% -11.2% $--.-- Sync 16Mx4 $23.46 0.0% 0.0% 0.0% $--.-- 4MX16EDO $22.95 -6.1% -6.1% -6.1% $--.-- 8MX8 $17.14 0.0% 23.5% -10.1% $--.-- 16MX4EDO $15.81 -7.7% 6.1% 1.4% $--.-- 16MX4 $17.60 -6.7% -6.7% -14.2% $--.-- 16MBITS Sync 1Mx16 $4.44 0.0% 0.0% 28.0% $-.-- Sync 2Mx8 $3.52 0.0% 0.0% 50.1% $-.-- Sync 4Mx4 $3.67 4.0% -2.9% -7.7% $-.-- 1Mx16 EDO $3.23 0.0% 0.0% 46.9% $2.75 1Mx16 $2.76 8.0% 8.0% 15.5% $2.85 2Mx8 EDO $3.32 0.0% 0.0% -.-% $2.55 2Mx8 $3.16 -3.1% -3.1% 26.2% $2.65 4Mx4 EDO $3.65 8.1% 8.1% 61.1% $3.60 4Mx4 $3.62 4.5% 4.5% 42.0% $3.70 4MBITS 256Kx16 $2.30 0.0% 2.4% 11.7% $2.30 1Mx4 EDO $0.80 -7.0% 3.9% 12.8% $0.77 1MX4 $0.88 -6.9% 22.4% 14.4% $0.77 LIST AICE -------% CHG VS.-------- NECX PENTIUM SURVEY 1/26 01/29 1WK 2WKS 1MO. 1/29 P2-300 $530 $592 -4.1% -18.2% -17.0% $529 P2-266 $375 $384 -8.3% -20.6% -20.6% $365 P2-233 $268 $272 0.0% +0.8% -3.2% $267 P6/Pro-200 (256k) $487 $469 0.0% -3.3% -3.3% $441 P55C-233 (MMX) $193 $224 -17.6% -21.5% -22.4% $189 P55C-200 (MMX) $123 $141 +2.2% -32.6% -32.6% $121 P55C-166 (MMX) $ 95 $104 0.0% -5.6% -5.6% $100 K6 (ESC - small lots) K6-233 $138e* $172 -16.7% ----% -18.7% $166 K6-200 $ 92e* $165 -0.1% ----% -5.8% $155 e*- assumes a roughly 25% discount to Intel Pentium/P55C processors. Disclosure Legend: A-Lehman Brothers Inc. managed or co-managed within the past three years a public offering of securities for this company. B-An employee of Lehman Brothers Inc. is a director of this company. C-Lehman Brothers Inc. makes a market in the securities of this company. G-The Lehman Brothers analyst who covers this company also has position in its securities.] Robert