Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 257.46

+2.9%

2:29 PM EST

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To: Cirruslvr who wrote (8589)	9/14/2000 3:58:20 PM
From: andreas_wonisch	Read Replies (4) of 275872

Cirrus, Re: Because NEC hasn't been a big promoter of DDR like Micron has but is able to supply parts? Exactly. There were some concerns in the past days that there might not be enough SDRAM supply this year. And if NEC -- who didn't hype the technology and even signed with Rambus -- has working parts available right now this is certainly a good sign. I'm starting to care less and less about Willy's potential performance, but the potential HYPE still remains a concern. I'm a little bit concerned about that leaked SpecFP2000 score at Ace's. If it's true I don't think AMD will beat that with 1.3 GHz Mustangs and DDR. High (legacy) FPU performance was AMDs biggest advantage so far... Andreas

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