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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: Mani1 who wrote (28387)2/13/2001 11:13:20 PM
From: jcholewaRead Replies (4) of 275872
 
> Wow, LTD is really moving along.
> But how is any of this good for AMD?

I am slowly becoming convinced that LDT is the second greatest thing to happen to AMD in the past ten years (the first being the K7 core).

Theses deals basically open the door for great public relations between AMD and other technology-oriented companies. Don't you remember how badly nVidia graphics chips worked with some AMD-oriented boards even a year ago? Now, nVidia, ATI, and six billion other companies are designing their hardware based on a spec that was put together with AMD µarchitecture and AMD architecture in mind. Additionally, widespread use of LDT will mean that companies will *expect* AMD to take charge for further tech standards, and *those* AMD can charge for without too much resistance.

Also, it means more press releases, and it means more "Company X Endorses AMD" bites, which means that more tech companies, corporate buyers, and regular people will realize that AMD is a large corporation and not just a mom'n'pop shop in a lonely street corner in Sunnyvale (and that since AMD's products are respected by all these popular companies, maybe these products are stronger than the prices suggest!).

    -JC
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