Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: jcholewa who wrote (15621)	10/23/2000 5:31:34 PM
From: kash johal	Read Replies (3) of 275872

JC, The point is that there was mass confusion on the benchmarks. Intel thru clever marketing and help of gaming oriented websites hooked the market on fpu benchmarks. The latest i saw on FPU benchmarks for PIV was pretty decent spec fp scores. AMD with a HUGE MHZ lead is demand limited to 3M athlons, even with AMD doing 1.1/1.2GHZ OEM deals at $180/chip. Its not clear to me how many of those folks in Q1 may jump to PIV -- say 1M. That provides AMD a real problem on how to grow the biz starting Q1 2001, IMHO. PS National getting whacked as it preannounces slower comms and PC demand. Could be ugly tomorrow. regards, Kash

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