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12:33pm 12/01/05 AMD's Spansion IPO put on offering calendar
http://www.marketwatch.com/news/newsfinder/pulseone.asp?siteid=mktw&guid=%7B04321AB6-FCD6-49C9-B....
AB
AMD's Spansion IPO put on offering calendar (AMD) By Matt Andrejczak
SAN FRANCISCO (MarketWatch) -- Spansion, the flash memory unit of Advanced Micro Devices Inc. (AMD) , may complete its initial public offering this month. The IPO is tentatively scheduled for the week of Dec. 12., according to IPO tracker John Fitzgibbon and Thomson Financial senior analyst Richard Peterson. Spansion aims to sell 39.2 million Class A shares in the range of $16 to $18 a share, according to its Securities and Exchange Commission filing. Citigroup and Credit Suisse First Boston are the lead underwriters for the deal, which may be postponed depending on how demand shapes up.
I haven't seen this posted. Some very interesting notes.
New NVIDIA nForce(TM)4 PCI Express Core-Logic Solutions Set Record Sales Growth
Entire Family of NVIDIA nForce4 MCPs Selling Strongly Driven by Demand for NVIDIA nForce4 SLI(TM)
SANTA CLARA, Calif., Feb. 15 /PRNewswire-FirstCall/ -- NVIDIA Corporation (Nasdaq: NVDA - News), a worldwide leader in graphics and digital media processors, today announced that the Company shipped more than one million NVIDIA nForce4 media and communication processors (MCPs), the industry's most feature-rich core-logic solutions for AMD64-based computing platforms, since its availability in December 2004. In addition, the demand for NVIDIA nForce4 SLI technology is exceeding the Company's high expectations, accounting for more than 25 percent of all NVIDIA nForce4 MCP shipments to date. This demand has resulted in the fastest sales ramp the platform group at NVIDIA has ever experienced, and helped NVIDIA grow its share of the AMD64 market to 48 percent, as reported by Mercury Research for the quarter ending December 31, 2004.
AB
http://biz.yahoo.com/prnews/050215/sftu012_1.html
Wednesday June 9, 12:47 am ET
AMD Teams up With Lenovo to Launch AMD Athlon(TM) 64 and AMD Athlon XP Processor-Based Lenovo Feng Xing V Series in China
http://biz.yahoo.com/bw/040609/86053_1.html
AB
Looks like Dell beginning to push Itanium a little harder. Feeling some pressure from 4-way, 8-way Opteron developments perhaps?
http://www.nwfusion.com/news/2004/0607dellit.html
AB
Bell Microproducts to Distribute Celestica's AMD Opteron(TM) Processor-Based Server Products
http://biz.yahoo.com/prnews/040607/sfm105_1.html
AB
Edit - Would rather have Dell vs. Bell but good news anyway.
Asian chips traders sell off CPUs for cash to purchase DRAM; Intel’s Prescott suffers
Intel’s latest 90nm model, the Pentium 4 3GHz processors, also fell to victims of the chip traders’ profiteering efforts, according to the sources. The newly arrived Pentium 4 3GHz hasn’t been in high demand since hitting shelves at the beginning of this month, the sources said.
Interesting story here...
http://www.digitimes.com/NewsShow/Article.asp?datePublish=2004/04/08&pages=A1&seq=1
AB
Reuters - UPDATE - Intel says trade officials raided its Japan office
Some Intel, AMD comments added...
http://biz.yahoo.com/rc/040408/tech_intel_japan_1.html
AB
Yeah - Certainly doesn't help them. Japanese economy is getting back on it's feet (#2 in world?). Intel also having some problems with China lately too. Asia just not going to put up with them anymore.
AB
Japan's FTC raided Intel Japan offices -- source
http://biz.yahoo.com/rc/040407/tech_intel_japan_1.html
Guess this "rumor" is spreading...
AB
Breaking News? - Japanese fair trade commission raids Intel offices
http://www.theinquirer.net/?article=15230
AB
Best Buy ad - HP laptop A64 3400+
http://bestbuy.dailyshopper.com/index.aspx?pagename=circularlarge&zipcode=32073&storeid=1030...
Via link from opusgator - Yahoo AMD board
AB
rupert,
How about taking a picture for us?
AB
I sure hope this is an April Fools.....
http://www.xbitlabs.com/news/cpu/display/20040331173218.html
Turned my stomach the first time I read it. I hope it doesn't play out this way. AMD is the technology leader, not follower.
Let Intel deal with explaing new model numbers etc. Consumer is already used to AMD rating system and I like it the way it is.
AB
Actually short interest has gone up a bit to over 43.7 now...
http://www.nasdaq.com/asp/quotes_full.asp?kind=shortint&symbol=AMD&selected=AMD
AB
Well, still seems to me that a 3.4 Prescott wasn't launched with the other speed grades and that Intel could only release a 3.4 based on Northwood core and also a 3.4EE, but no Prescott.
AB
I think perhaps that's for a Northwood. Didn't think P4 3.4E's were going to be available until sometime in April. Unfortunately it doesn't reference how much L2 cache.
AB
Doug,
I believe I first saw it around 3:30. I know it was out well before we closed so I'll guess that 3:00 is probably right.
It didn't seem to affect AMD at all so I don't think there's much expectation. Tomorrow (tonight?) will tell.
AB
Guess we stay up late once again...
AB
ADVISORY/HP to Announce Expansion of Industry Standard Solutions Portfolio
Monday February 23, 3:00 pm ET
(BUSINESS WIRE)--
-0-
What: HP (NYSE:HPQ - News; Nasdaq:HPQ - News) will announce the expansion of its
industry standard solutions portfolio, furthering AE strategy and
broadening customer choice and value.
Who: Scott Stallard, senior vice president and general manager,
Enterprise Storage and Servers, HP
When: Tuesday, February 24th at 8:30 am PST/11:30 am EST/5:30 p.m.
Central European time via teleconference.
Where: U.S. participants dial: 877-267-9599
International participants dial: 706-643-7836
Conference call code: 5733481
http://biz.yahoo.com/bw/040223/236053_1.html
Looks interesting.....
AB
Seems it's been a while since any supercomputer wins have been posted. Guess it's about time for one....
http://biz.yahoo.com/rc/040114/tech_ibm_bristolmyers_1.html
Al
Name:Albert_Blue
Team Lurker
AMD CONTEST
(a) Total Revenues = $1205
(b) CPU Revenues = $650
(c) Flash Revenues = $530
(d) EPS (diluted) = $0.36
(e) Closing Stock Price = $20.18
INTEL CONTEST
(a) Total Revenues = $8740
(b) Intel Arch Group Rev = $7690
(c) Intel Commun. Group Rev = $1050
(d) EPS (diluted) = $0.31
(e) Closing Stock Price = $35.07
Al