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

To: Goutam who wrote (83173)	12/15/1999 6:27:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1570501

Re: "<> The deal with Motorola will help AMD re-deploy its Fab-25 in Austin, Tex., which AMD is looking to use to manufacture chipsets for Via Technologies, and also manufacture flash memory chips. Flash memory sales could come in at around $248 million in the fourth quarter, according to BancBoston Robertson Stephens estimates. " Say what? How can leasing fab space in Dresden to Moto help AMD re-deploy it's Megaflop25 in Austin? EP

To: Goutam who wrote (83173)	12/15/1999 6:39:00 PM
From: d[-_-]b	Read Replies (3) \| Respond to of 1570501

Another AMD must read..... cbs.marketwatch.com 15 stocks under Calpers microscope Also: Two California pension funds revisit healthcare By Tom Murphy, CBS MarketWatch Last Update: 6:18 PM ET Dec 15, 1999 Mutual Fund Center Personal Finance Deep Pockets SACRAMENTO, Calif. (CBS.MW) -- Fifteen companies found themselves in the hot seat Wednesday after the California Public Employees Retirement System said it may add them to its notorious "corporate governance list." Advanced Micro Devices (AMD: news, msgs), J.C. Penney (JCP: news, msgs), First Union (FTU: news, msgs) and Rite Aid (RAD: news, msgs) are among the companies being considered for this year's list, which is due out in mid-February, said Calpers spokesman Brad Pacheco. The list is closely watched by other funds and by individual investors because of the enormous power wielded by the pension fund's board when it takes an activist role in guiding corporate policy. Kind of makes you go.....hmmmmm.

To: Goutam who wrote (83173)	12/15/1999 7:08:00 PM
From: Scot	Read Replies (2) \| Respond to of 1570501

Goutama, Awesome article! Thanks for posting it. I wonder what it will take before the Street sits up and takes notice? GTW, earnings, Intel warning? The following: AMD, which is just days away from disclosing a pact with Motorola? I wonder what form this agreement would take? It would seem to sound like an investment interest. I wonder how this would affect any agreements with the German government? Hasn't there recently been some forbearance on their part? It would be nice to see any monies directed at the bottom line. -Scot

To: Goutam who wrote (83173)	12/15/1999 9:28:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1570501

Goutama, A wonderful Forbes story. Should be an up day tomorrow. I went into a CompUSA and a Circuit City in Las Vegas today to check out what Athlon systems they might have on display. Well, Athlon far out numbered PIII. At CompUSA, there was only one HP 733 system (that used SDRAM). THe next lowest PIII from HP was at 550 Mhz. The CompUSA house brand had a 667 Mhz PIII system. I asked the ignoramus salesperson that wanted to "help me" what he thought of the Athlon processor. He told me that it was faster than the PIII, except for the 733 that HP had on display. I informed him that the 700 Mhz Athlon that Compaq had on display would be faster due to the use of SDRAM in the HP system, and that the Compaq made to order Athlon 750 would be much faster. He decided to agree with me. Now listen to this! When I asked the sales guy at Circuit City which was faster (the HP PIII system or the Athlon Compaq systems), he said, "oh, the Athlon is much faster." "The 200 Mhz bus on the Athlon makes it 40% faster than the PIII HP system. I swear to God, this is what he told me. Being the AMD investor that I am, I did not choose to correct him on his ignorance. The point is that the 200 Mhz bus that the Athlon has is a marketing bonanza for AMD. Sales reps are ignorant buffoons, and they are making the Athlon sound even better than it is. I'm buying more tomorrow if this crazy price drop continues tomorrow. Pravin. I'm bu