Advanced Micro Devices Inc (AMD)

[pgerassi]

Wbmw:

Wbmw doesn't accept other's words. He can't believe that his dreams aren't connected to reality. Listings do not mean availability. Lots of listings were there for P3 1.13GHz, until it was recalled (and some even then), but less than 200 were shipped.

That is the facts. You are the moron who thinks listings equal supply.

Here is the view of an insider in September 23, 2000 about Q3/2000: http://www.siliconinvestor.com/readreplies.aspx?subjectid=36138&nonstock=False&msgid=1444237...

P3 on allocation in September, 2000! Wbmw, stunned. It was supposed to be running great in H2/2000. Surprise!

As for 130nm, there is that 130nm SOI there where K8, which is similar to K7, got moved and that went from 1.8GHz (at release) to 2.6GHz for a gain of 44% (from top 250nm thats a gain of 247% (2.31*1.5)). Of course 90nm is not going to be good for either in higher top bin speeds. Intel got 3.8/3.46 = 110% (10% gain). K8 (although that ramp isn't done yet) so far is 2.8/2.6 = 108% (8% gain). Later, K8 may reach 3 or 3.2 GHz and then the gain will be 15% or 23%. Of course Intel, due to design switch, will have a loss 2.26/3.46 = 65%, a loss of 35%. It will help future gains, though.

The jury hasn't been seated yet on 65nm. Will it have a small gain like 90nm or one like 180nm and 130nm.

AS for options, that was net stock purchases minus revenue paid by employees, tax gains, etc. The number $20.6 billion was after all the amount paid to exercise the options. If you look at the earnings releases, its the line under Stock purchases. I took the net between the two and totaled all 18 quarters all up. $11 billion was what was left after the shares bought back (reducing shares outstanding) were taken out from all shares purchased.

As to Pricewatch, Back then there were a lot more vendors. Now there is only 5-8 major online stores (23 on dealtime). Pricewatch tightened the rules, tried to remove duplicate entries and started charging more. Before, you would have retailers adding comments like "we also have 933EB, 800B,..." and Pricewatch would pick up 10 entries from the same retailer for a 733B listing. This inflated the old numbers and had to be removed by hand later on. You saw the raw data, pre culling.

Also there were the entries that were pre ordering (like those for Venice (E3, E4 and E6 steppings)). There are two entries for Opteron 280s present before it was released on Pricewatch even after culling for "we also have ...".

Pete