Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Charles R who wrote (16476)	10/29/2000 1:20:25 AM
From: Joe NYC	Read Replies (2) of 275872

Chuck, By consensus - clearly you are indicating someone guessed. Were the people who were guessing at least consider something as basic as re-charecterization? Something that is pretty common occurrance in this industry that could easily explain the hike in power numbers? If it was considered, why was that ruled out in favor of Dresden/Austin theory which goes counter to the management guidance to date (which seemed to indicate that anything beyond 1G is out of Dresden) How do you explain then the old spec that showed 1 GHz at 54 Watts and 1.1 at 55 Watts? Joe

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