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

To: Charles R who wrote (80709)	11/22/1999 1:26:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573005

Charles, Re:"stock action" Yes, its pretty weak (in either direction) right now. I think Lehmans statements that Cumines would take some Athlon biz away was not helpfull (to AMD at least). So this week could be a real whipsaw type of week. I can see trading in $25-28 range until next weeks Athlon 750 release. I also agree with some of the analysis that $28 will be the resistance for a while. If we break that then mid thirties could be here sooner than we think. To do that we probably need Athlon 750 plus GTW plus some more updates from AMD regarding AThlons ramp. This Athlon 750 launch will be pretty interesting. If they "only" launch 750 as only 0.18 micron grade this will be VERY bullish on speed grades. This means that 750 is base grade and almost all parts yields this. This would mean an 800Mhz or even 900Mhz grade as 0.18 ramps in Q1 is pretty sure thing. If they introduce 650/700/750 Mhz 0.18 grades for example then this would be less bullish on speed grades obviously. It will an interesting couple of weeks. regards, Kash

To: Charles R who wrote (80709)	11/22/1999 1:53:00 PM
From: Scot	Respond to of 1573005

Charles and Thread: Anand has the entire AMD Comdex powerpoint presentation up on his site. Nothing really new, but some interesting reading, including a listing of OEMs worldwide (no mention of GTW, of course). For the presentation: anandtech.com For the entire article: anandtech.com

To: Charles R who wrote (80709)	11/22/1999 2:16:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1573005

Chuck, <AMD Athlon Processor Chosen as Recommended Processor for High-speed Cable Online Service > This news on almost any reasonably followed stock would have gotten a decent pop today. The stock price shows how little momentum is behind AMD right now. I had no idea how significant this was because I was not unaware of Roadrunner online service connection to Time warner until I received this by PM (thanks to Az): ---------------------- "By: tiburon Reply To: 4315 by q_azure_q Monday, 22 Nov 1999 at 12:52 PM EST Post # of 4319 Living in a town where Road Runner is very prevalent I've seen quite a few of these commercials already in the last 7-10 days. I was really curious about why they kept showing the Athlon logo on all their commercials. Time Warner will have tons of advertising for their cable access(after all it is their network) and now AMD get's a little piece of all of that. This is a huge announcement, IMO. Everyone is wanting to get cable access for their computers and I can't go a day without hearing these ads on the radio or seeing them on TV. It's about time everyone gets to know about the Athlon. This in conjunction with the new commercial should help the popularity of the Athlon quite a bit. tib ------------------------------------------------- I wonder how aggressive this company is in signing up new subscribers. How many of these new subscribers will be needing to buy new computers, and at the same time go with the recommendation of this service provider? I think, AMD's intention here was to get the word out about Athlon through Time Warner. Goutama