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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (69177)	8/19/1999 8:48:00 AM
From: Rob Young	Read Replies (1) \| Respond to of 1574012

<kap, As a prototype it will get bought and beta'd in small amounts. As a bad chip it will get fewer buyers? I suspect it is nod bad, just not as good as they had hoped. Complex task to make it work fast.> This sounds right. It obviously must ship. Fortunately for HP they have had a fall back strategy all along and decided in May of 1998 to announce their PA-RISC roadmap when prior to that they had hoped to cut over to IA-64 sooner. Of course HP "saw" Merced was not the screamer hoped for ... so Plan B (extend/promote/push PA-RISC). Unfortunately for SGI, they couldn't share in the early Merced knowledge and were left flapping in the breeze but got to do a very awkward extension announcement of MIPS CPUs in March of 1999. As an interesting exercise to see how Merced has destablized SGI, (rising and falling on the Merced tide) go back and read www.news.com stories relating to Merced and SGI. Very interesting the way THAT played out. I might add much of SGI's predicament was due to slippage in Merced schedule (not so much performance). So maybe today we are looking at more slippage? Certainly can't get worse can it? Rob

To: Bill Jackson who wrote (69177)	8/19/1999 10:21:00 AM
From: DRBES	Read Replies (2) \| Respond to of 1574012

READING TEA LEAVES (GREEN ONES they are better for your prostate gland health) AMD is dribbling along here at i/30th the volume of iNTC down a "stnth" while iNTEL is down proportionately more on more significant volume. Recently this has been a bullish sign for AMD; but, do not count on it. A large seller could materialize at any time (for example: pAUL could decide to sell his massive [but trivial when compared to his iNTEL position] AMD position [which he, no doubt will reveal to us after any significant move up] and upset everything). This is despite the very weak market that we have this morning. I have noted that, very recently, AMD seems to be relatively the strongest when the market is weak: "accumulation under a weak market" or " weak hand into strong hands" ???? Regards, DARBES