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: semiconeng who wrote (92874)	2/13/2000 12:25:00 PM
From: Dan3	Respond to of 1574854

Anybody know much about this site? Is their track record any good? (Thanks to nguyency on Raging Bull for the link) instop.com then click on NYSE AMD: ADVANCED MICRO DEVICES One AMD Place, P. O. Box 3453 Sunnyvale, CA 94088 (408) 732-2400 Officers : Chair-man / CEO : W. Sanders III President, COO, Director : Hector De Ruiz Sr. VP, co-chief marketing exec. : Robert Herb Industry: Semi-conductor manufacturing Products / services : World-wide leading maker of a broad line of micro-processors. logic devices and circuits used in P/Cs , telecommunication and net-working applications. Best products: Athlon processors. Main competitors : Intel Number of shares outstanding : <148 million shares Number of institution shareholders : 412 % held by institutions : 47% 52 week range : 14.5 to 45.125 Most recent new high : Jan20th, 2000. Previous high : first quarter , 1997 Recent price : 41.5 TDT10's rating : Short term : S 74 ( buy ) Long term : L84 ( buy ) Opinion: In our recent visits to computers retail stores , our careful observation showed that AMD's Athlon line of chips appeared in approximately 45% of computers on display. Today computer buyers no longer have the perception that the logo " Intel inside" means higher speeds or better quality. Most buyers make their decision on price-per-MegaHertz. We believe that AMD will continue to take away market shares from the world largest chip maker in the future. It would be foolish to think that some day, AMD may replace Intel as the world number one chip maker. As the number two player, AMD has much more room to grow, in both market shares and consumer's acceptance. The semi-conductor market will continue to grow at an unprecedented speed at least to the next decade. Both Intel and AMD will continue to be world's leaders in what they do best. We believe that both companies will achieve better than expected earnings from time to time, however, we believe that AMD will experience faster growth than its arch rival. AMD's market capitalization is surprisingly low!( roughly 6 billion Dollar) while INTC's cap. is 52 times bigger at a whopping 348 billion dollars. Assuming our field observations are not invalid and consumers' continuing acceptance of AMD's products; sharing 1/3 of the processor market ,AMD's market cap should be at least 1/4 of INTC or 58 billion Dollars. AMD's has roughly 148 million shares outstanding. With the assumption that the market will correct itself sooner or later, we think that AMD's stock's price should be at $391.89 a share. At near 52 week and all time high, AMD's stock is trading side way in the last couple of weeks. Our charts show a resistance above 40. We are looking for a breakout above 45. At that time, we will adjust our position accordingly. Feb 09th, 2000

To: semiconeng who wrote (92874)	2/13/2000 2:27:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1574854

Re: "During the last few months AMD has delivered beyond their promises. In contrast, Intel has fallen quite short. Gateway and Dell have made no secret of this. - Scumbria Really? I find that interesting, because because reports are that the on-die cache has been delayed 3 times:" What is interesting is to realize what kind of a response that erroneous claim would have drawn if an Intel supporter had made a similar mistake. He would have been called a blatant liar. Please do not interpret this to mean I think any such thing myself, only that I am noting the double standard that exists here. Scumbria can make an innocent mistake because he says nice things about Athlon. Nothing personal Scumbria. EP

To: semiconeng who wrote (92874)	2/13/2000 4:49:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 1574854

Intel Engineer, <And their SMP Chipset has also been delayed:> Really? What it says? Your sources at "geek.com" and other school-kids.com seem to have some problems with English comprehension. Your geeks at geek.com hustled to blurb: "AMD announced that their multiprocessing chipsets, the AMD 760 and 770, will not be ready until 2001.", with reference to another site: ebnews.com In fact, Mark Hachman at Ebnews.com wrote: "AMD plans to deploy the AMD-760 and AMD-770 chipsets in 2001 at a 266-MHz microprocessor bus speed, said Ron Huff, division marketing manager at the company's Computation Products Group in Sunnyvale, Calif." Half-witted and hostile persons like some "geeks" and yourself would probably read it as everything is delayed. However, they didn't pay attention to words "at a 266-MHz bus speed", and to the follow-up phrase containing "chipsets will feature interfaces to PC2100 and PC1600 double-data-rate memory". First, there is no information that Athlon has ever been qualified for operations at 133/266 MHz. Second, if you would be a bit familiar with the DRAM market situation, you probably could realize that the DDR-133 is not here quite yet. Therefore it looks like the 266-MHz chipset readiness is just more realistically aligned with the time when the industry expects the DDR-133 infrastructure to be in some production quantities. BTW, I've read your nice upbeat report about new Intel fab in Arizona. Very impressive and informative, especially the long part about grass policy and watering the premises... Keep up good work ;)

To: semiconeng who wrote (92874)	2/13/2000 5:55:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1574854

semiconeng, Oh, wait, you probably meant that "AMD has delivered beyond their promises" concerning Microprocessor "SPEED" What else is there in the x86 business? How many buyers actually care about on-die L2? There are rumors of SMP Athlon at ceBit. Scumbria

To: semiconeng who wrote (92874)	2/13/2000 8:41:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1574854

Semiconeng or should I say semi-conning: Re: "During the last few months AMD has delivered beyond their promises. In contrast,Intel has fallen quite short. Gateway and Dell have made no secret of this. Scumbria Really? I find that interesting, because because reports are that the on-die cache has been delayed 3 times:http://www.sharkyextreme.com/hardware/reviews/cpu/athlon_850/2.shtml "Originally, AMD had planned to move the L2 cache onto the die concurrently with the transition to the .18-micron process (i.e. with the 750MHz Athlon). Unfortunately, the 850MHz Athlon is the third processor we've seen after that point without the added benefit of an on-die L2 cache." And their SMP Chipset has also been delayed: geek.com "Athlon multiprocessing delayed - AMD announced that their multiprocessing chipsets, the AMD 760 and 770, will not be ready until 2001. This is a delay from previous estimates that the AMD Athlon would be available in multiprocessing configurations in the second half of 2000. This basically gives Intel free rein over the workstation and server market for the next year." Oh, wait, you probably meant that "AMD has delivered beyond their promises" concerning Microprocessor "SPEED" I guess that I misunderstood. Never mind <g>" Comment (1): In one of your posts you claim to have been a lurker for some time...If so, you demonstrate little comprehension or you would not choose to take a comment "out of the context of this thread" and put your own little spin on it...unless of course you've fallen under the spell of some of the gullabees on this thread who share this common characteristic! Comment (2): Companies operate by objectives. There is no company within the technological sector or without for that matter who meet all their objectives...AMD's #1 objective is to ship 10 million "spry Athys" in Y2000...All other objectives are secondary to this goal including your example of slippage of on die cache. Comment (3): Any half wit who has been lurking would understand that the context of the statement about AMD's success in meeting goals within the microprocessor arena is relative to Intel's success in this arena and any half wit would understand that AMD's success rate in meeting semiconductor goals over the past little while has far surpassed Intel's success rate... Comment (4): Semi-conning, either you are a half wit or you are Paul in disguise...maybe both given Paul's recent posting achievements!