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


To: Pravin Kamdar who wrote (80040)11/16/1999 2:24:00 PM
From: Charles R  Respond to of 1570880
 
Pravin,

<Comdex Part 2:>

Thanks for posting. Looking forward to your floor report.

Chuck



To: Pravin Kamdar who wrote (80040)11/16/1999 2:27:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 1570880
 
Pravin, very nice report from Comdex. Wish I were there.

Re: "First of all the HP keynote by Carly Fiorina was disappointing. She has only been with the company for 100 days and
talked as if she was born and raised with HP. I found this a little presumptuous and disengenuous (our culture has
always been this, our culture has always been that -- what the hell does she know about it)."

She hit the ground running, man, didn't you hear? Had to have boned up on HP tradition and culture to do that.

Transmeta "Smart Chip" that "was built using software."
All details will be disclosed on January 19th.


I'll be watching for that. I mean, it's not as though software hasn't been used before in the building of chips.

The Venetian is something else, isn't it?

Thanks for the report,

Tony



To: Pravin Kamdar who wrote (80040)11/16/1999 2:40:00 PM
From: Paul Miranda  Respond to of 1570880
 
AMD on I-Watch

Looking at thomsoninvest.net for AMD, it seems to me that the institutions are doing a large amount of buying when AMD is low for the day, and smaller investors are doing some profit-taking. Am I reading the chart correctly ?

BTW, Pravin, great Comdex reports. Thanks for posting!



To: Pravin Kamdar who wrote (80040)11/16/1999 2:59:00 PM
From: FJB  Respond to of 1570880
 
I'm enjoying your Comdex reports. Thanks for posting them.

Bob



To: Pravin Kamdar who wrote (80040)11/16/1999 3:21:00 PM
From: Petz  Read Replies (1) | Respond to of 1570880
 
Pravin, thanks for Comdex pt. 2 report.
It [VIA/Cyrix Joshua] will come out in 1H with estimated PR ratings of 433 and 466 (with the Celeron as the PR reference).

Some were hoping that the 433 and 466 were MHz, not PR ratings. As described its not much competition for a 500 MHz K6-2+ but good competition for the non-Coppermine Celerons. Could VIA/Cyrix be sandbagging?

I didn't see anything on the KX133, but will go double check.

real disappointing

Petz



To: Pravin Kamdar who wrote (80040)11/16/1999 3:57:00 PM
From: Paul Engel  Respond to of 1570880
 
Pravin - Re: "Comdex Part 2:"

Thanks for the great summary.

Hope you have time to keep it up.

Paul