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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: andreas_wonisch who wrote (7374)9/2/2000 5:59:39 PM
From: Charles RRead Replies (3) of 275872
 
Andreas,

<More Pentium 4 benchmarks tip up

theregister.co.uk >

Interesting! Especially since Mike claims these are from an OEM. Unless these numbers improve significantly (10% or more) for the final version Intel could be in a world of hurt. Of course AMD infrastructure has to improve significantly to get some mileage out of this...

<Also interesting: Launch is now scheduled for the week of October, 30th (this seems to be in order with Barrets comments last week).>

In face of the events that unfolded in the last 12 months and Barrett's official October/November comment, one has to wonder how poorly Dell thinks of AMD to not offer anything with AMD so far (could this be personal?). It will be amazing if Dell does not ship at least one AMD SKU this Christmas.

Chuck
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