Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

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To: andreas_wonisch who wrote (3872)	8/7/2000 3:00:36 PM
From: ptanner	Read Replies (1) of 275872

Andreas, Re: "I think it isn't very surprising that major OEMs like Compaq or HP need more time than a month or two to design a completely new system with a brand new infrastructure (Socket A). If Duron was Slot-based we probably would have seen SDKs sooner." Are we seeing Socket A TBirds from major OEMs yet? I would have thought AMD would provide samples to allow for verification in advance of the release. This past year has seen a series of major changes in MPU products (processors, chipsets, etc) and there are still more to come. It doesn't surprise me that the transitions are slow as you have to move out the old product and verify the new combinations. AAPL has this problem even worse due to their less frequent product refreshes which devalue the old products. In response to another's question on how to balance out capital gains to avoid the tax hit -- AAPL bought Jobs a jet with some ARMHY profits and some options, 10M options @ $43.50, split-adjusted. -PT

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