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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: dougSF30 who wrote (15629)	10/23/2000 5:55:15 PM
From: kash johal	Read Replies (1) of 275872

Doug, I bought 5K NSM at $24 afterhours. WOuld have bought more but my broker only allows 5K buy after hours. Also for folks betting on RDRAM limiting PIV. Read the following article. Talks about ALI and intel negotiating PIV license for DDR for chipsets early next year: eetimes.com "Outperforming Pentium Meanwhile, Acer Labs will start production in November of a chip set that supports Advanced Micro Devices Inc.'s Athlon processor and 266-MHz DDR SDRAM. AMD will itself roll out later this month faster versions of the Athlon that supports a 266-MHz bus, up from the current 200-MHz bus. The faster Athlon processors combined with the chip sets and DDR memory could outperform systems with Intel Pentium III processors and Rambus DRAMs, said Bruce Tai, product marketing director, systems products division at ALI. ALI hopes to have chip sets that support both the AMD Athlon and Intel's upcoming Pentium 4 processors. ALI is negotiating with Intel for a license to its Pentium 4 bus, which it hopes to have in time for products that could roll early next year. ALI does not expect any imminent announcement on that front, however. Intel initially planned to only offer chip sets for the Pentium 4 that supported Rambus DRAM, but backtracked in August when it said it will also support SDRAM in a chip set due sometime next year. Intel has not said whether it will support DDR. As Intel ponders its options, "We think we could double our chip set sales in 2001," Tai said. ALI also plans to refresh its line of chip sets for notebook computers. But ALI's success depends in part on obtaining a license to the Pentium 4 bus from Intel, and on Intel's decision to quickly field SDRAM and DDR chip sets of its own. Rumors are already sweeping Taipei that Intel plans a chip set that would support SDRAM and DDR for the Pentium III, a mainstream target where much of ALI's business exists today. "

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