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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 256.12

+0.5%

Oct 31 9:30 AM EST

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To: crazyoldman who wrote (21753)	12/6/2000 9:53:45 PM
From: Joe NYC	Read Replies (3) of 275872

Interesting post thanks to Paranoid on JC's BBS: jc-news.com It's actually from Clearstation: clearstation.com Sorry guys for not being here much lately but I have been way to busy. I do have lots and lots of news which you guys do not know about will try to post all of this over the weekend. Here's a brief summary of what I learned so far. THE GOOD 1.) AMD has demoed 1.7GHZ Athlons at some trade shows. 2.) Next generation - Palomino is slightly ahead of schedule and is now scheduled for realease within the next 3-6 weeks. This chip offers numerous design improvements and the first versions released will start at a clock rates of around 1.4GHZ - 1.5GHZ. And its my understanding that these are real powerful cycles not wimpy one's like Intel's PIV. 3.) AMD has jointly developed a new super silicon process with a much smaller business partner (will post this companies ticker also) which greatly reduces CPU temperatures (by as much 85 degrees F). As a positive side effect of all of this - the lower core temperatures will allow AMD to quickly increase CPU clock rates even faster. 4.) Despite all the bad news in the press lately chip sales are now higher than they have every been. PC sales however may turn out to be a completely diffent matter. This time there may actually be some merit to these "slowdown" stories. I'm not sure on this point. In light of the outright lies spread this summer in the press ( which completely contradicted the actual sales figures they accumulated ) I won't believe anything until I actually read the sales figures myself. As you recall this summer they kept saying the same thing over and over again and then when the actual sales figures came in and were published they were wrong. PC sales were actually booming during this time. And if things were as bad as the analysts are reporting then why have the actual sales figures which they claim to know so much about not been published? At least I haven't read any PC sales figures in any of these articles. Remember legally in a court of law these "statements" only form "opinions" and "advice". However "numbers" are considered statements of "fact" and can be used to prove intent in liable/damage suits. So is the PC slowdown rumor true or just another myth? Until we see the actual numbers, its hard to say. I have however read the actual chip sales figures and they are at record high. On the other hand of course with PCs you have the recent events of Gateway and Apple. THE BAD AND UGLY 1. A bug has been verified in the 133MHZ FSB versions of AMD's new DDR chipset. At first AMD him-hauled around saying that this has already been addressed and that the motherboard manufactures already know how to fix this. Now it seems that AMD was just pulling another Intel on everyone. Its to important to mention that the bug does not exist in the 100MHZ FSB DDR chipset. AMD I'm dissapointed - you know better than to pull stunts like this. Be a man and be honorable about things, if you scr*wed up - admit it. You are in the businness of designing leading edge technology that requires you to build strong business relationships with industry partners not make enemies out of them. Therefore try not to resort to the indiscriminant finger-pointing practices that has given Intel such a bad reputation in the industry.

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