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

To: Jim McMannis who wrote (79501)	11/11/1999 5:55:00 PM
From: Kenith Lee	Read Replies (1) \| Respond to of 1572381

You don't suppose he'd already sold his AMD prior to today? I don't think he sold his yet (physically). But he will have to cough them up this third Friday for $20 plus some loose changes in premium. <G>

To: Jim McMannis who wrote (79501)	11/11/1999 5:57:00 PM
From: steve harris	Respond to of 1572381

Jim, re:"Paul and You don't suppose he'd already sold his AMD prior to today?" Half of my AMD has Nov 20 covered calls I wrote against it. It is gone next Friday. My other half is free of calls. Paul always wrote covered calls, I think he mentioned, against his 4k of AMD. Somewhere, sometime, the "Automatic Option Exerciser" has or will get him. Now Elmer writing puts is Cool in my book. I am not on margin and I don't have the principal I'd like to have to write puts. steve

To: Jim McMannis who wrote (79501)	11/11/1999 6:47:00 PM
From: Goutam	Read Replies (4) \| Respond to of 1572381

Jim, This is a very nice article on AMD's announcements in the Analysts conference call - zdnet.com __________________________ It's a long article. I know lot of the posters on this thread don't have time to read these articles, so I decided to post a summary of important points found in this article - Snader's comments o All Athlon wafer starts are on .18 o AMD will begin shipping 750MHz Athlon by the end of the year. o Robust demand for all the AMD products. o Projection for shipping 5M processors in Q4 was conservative. o Confident that 1M Athlons can be produced in Q4. o AMD expects to break even in Q4. (first call was -.36c/share) New Terms o Socket A - Athlon packaging for Value & Mobile PC markets o K75 - Internal code name for Athlons on .18 Athlons o 750 by the end of Q4. 800 in Q1'00. 1GHz in 2'nd Half of 00. o 900MHz without any special cooling was demoed. K6-2 o K6-2 533 in Q4. K6-2+ o 0.18 - Integrated Level2 cache. will ship in Q1'00 o k6-2+ to compete effectively against celerons. o K6s atleast until the end of the year 2000. Flash Memory o Exploding market. o Will add capacity in 00 o Will develop new Flash Memory on .18 - production in the year 01. o Firm pricing and multiyear agreements will provide sustained growth and profitability. Athlon Future plans(2'nd half of 00) o Athlon will provide frequency and performance improvements over a wide range of product segments. o .18, slot-A, socket-A o Enhanced Athlon Core. o No detail on the enhancements or pincount of the SocketA. Enhanced Athlon Derivatives o Thunderbird - first one to come out. High performance. 1GHz and more. Will be available in SlotA and SocketA. o Spitfire - for value PC segment. Only in SocketA. Likely to be the replacement for K6X. oMustang - Even higher performing Athlon chip (Athlon Ultra?). 266MHz bus. Up to 2MB of integrated cach. SlotA or SocketA packaging. Mustang with SocketA will be the first Athlon with mobile features. It will also be marketed in the value segment. (like k6-3?) Chipsets(2'nd Half of 00) o IGD4 - Dual processor. RAMBUS, AGP 4X, o Partners Hotrail and API are developing 4-way chipsets. Manufacturing o Eventually all Athlons will come from Dresden. o Fab25 production will be dedicated to k6X & Flash. ________________________ Goutama