Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (81174)	11/27/1999 3:14:00 AM
From: kapkan4u	Read Replies (4) \| Respond to of 1573954

This was posted on Yahoo 09:36am EST 24-Nov-99 Brown Brothers Intl BBH SUMMARY UMG T IBM DELL AMD HUBB D MORNING COMMENTS: WEDNESDAY, NOVEMBER 24, 1999 - Advanced Micro Devices (AMD) N/N $27: We believe Dell Computer (DELL) B/B$41 1/4 will announce, within the next 60 days, that it will use AMD's high-end Athlon microprocessors in its OptiPlex or Dimension PC lines.- Dell is the only top 10 PC manufacturer that does not use any of AMD'smicroprocessors.- It appears that Dell still is unable to get enough high-end supply fromIntel.- While AMD is already selling everything it can manufacture, we believe such an announcement could give the stock a psychological boost.

To: Jim McMannis who wrote (81174)	11/27/1999 10:41:00 AM
From: Cirruslvr	Respond to of 1573954

Jim - RE: "My question is whether they are on .18u and what other speed grades we'll see?" I would guess they are made on AMD's .25 process which was modified again late this year. (That's how the higher MHz K6-xs were able to run on a lower voltage compared to ones made earlier in the year.) Also, it wouldn't make sense to make the K6-2 on the .18 process if the K6-2+ (which will probably be made on the .18 process because of its die size increasing and on-chip cache) will come out soon after.