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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: pgerassi who wrote (67180)1/6/2002 2:12:29 PM
From: PetzRead Replies (2) of 275872
 
Thanks to all the respondents to the news of my surgery and recovery. It confirms that the MOD thread is a good place to post because there are good, honest people here.

..."I was misdiagnosed as faking sickness although I really had a burst appendix"

Ah, but how many times had you "cryed wolf" at age 7?

Just kidding. That must have been an awful experience at age 7. Yikes! I also couldn't eat or drink for 3 1/2 weeks.

On AMD, it seems like the major pieces of news in the last month are
1) Loss estimate greatly reduced by ML and some others
2) Another broker saying that the quarter "ended well" for AMD
3) Someone (AMD?) said that they expect Q1 demand to be flat to higher for microprocessors
Some questions (anyone comment):
1. Are any of the major or mid-size OEM's embracing DDR for the P4, or is everyone still selling only SDRAM (95%) and RDRAM (5%) systems.
2. Rambus Inc. is still around?
3. Are review sites still comparing AMD DDR performance to Intel RDRAM performance? (unfair, because you can't buy P4 RDRAM systems)
4. Last I checked the i845 with DDR performance was slightly below i850/RDRAM, so the Athon 1900+ was the undisputed king of performance. Is this still true?

Petz
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