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

To: xun who wrote (97604)	3/9/2000 11:24:00 AM
From: Scot	Read Replies (3) \| Respond to of 1570751

CNBC said this morning they will talk about X-Box at the "Business Center" at 6:30ET today. Panic, I see NVDA is moving again on X-Box. -Scot

To: xun who wrote (97604)	3/10/2000 12:05:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1570751

panic_mob, <If AMD is the choice of the processor, what's your take on short and long term impact on AMD? > Well, looks like a lot has come to the public eye between the time you made this post, nonetheless, here is my take: Short-term the X-box business itself has no impact on the fundamentals. However, my understanding is that there is some massive dealmaking in progress that has wide ranging repurcussions far beyond x-box. I have heard some stuff and I can speculate some but it doesn't do much good until the deal is inked. Now, regardless of the X-box short-term business implications the hysteria in the market about momentum plays will move the stock in ways that are beyond my comprehension (RMBS comes to mind). <Do you think X-Box will be as successful as Playstation II?> Hard to tell. Knowing Microsoft, I will pick them as the strong second to Sony - I wouldn't be surprised if the real losers in this game end-up being Nintendo and Sega. Chuck