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

To: Epinephrine who wrote (97823)	3/10/2000 11:59:00 AM
From: Process Boy	Respond to of 1575489

Thread - FYI - I have not been able to access my SI Inbox for 3 days, and have received zilch in satisfaction from SI tech support. Indications is that there are 3 items waiting for attention. If I have not responded to a post (I'm not keeping up lately) or PM, the above condition may have something to do with it. PB

To: Epinephrine who wrote (97823)	3/10/2000 12:06:00 PM
From: steve harris	Read Replies (2) \| Respond to of 1575489

Epinephrine, thread, theregister.co.uk See no evil, speak no evil, have no fun. Intel censuring their forums. Another act of desperation. steve

To: Epinephrine who wrote (97823)	3/10/2000 12:10:00 PM
From: Elmer	Read Replies (6) \| Respond to of 1575489

Re: "I see that Kash and Scumbria and Process Boy and others have sold and that makes me have second thoughts" I am disappointed to see Scumbria and PB selling at this point because they actually have some intelligence. I used my put premiums to buy more shares at $52.x. I see a good quarter ahead for AMD while Intel is still ramping. Intel's CuMine volume will go up 10x over Q4 but that still won't be enough to meet demand, IMHO, leaving the door open for AMD. EP

To: Epinephrine who wrote (97823)	3/10/2000 12:14:00 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 1575489

Agreed. At this point, X-box seems to have moved MSFT slightly, done nothing for INTC, hurt AMD. But: it's a year and a half away, and in that time frame, 600mhz processor means very low end, relative to mainstream PCs. Low cost, low margin, it'd be nice buzz-wise for AMD to be in the running, but I still think AMD would be much better off getting enough high perf. chipset level support in place rather than chasing something that's still a bit vaporous. Not that I think X-box is a bad idea, even. It puts MSFT in an interesting position, building what's basically its own cheap PC. If it's got a 100bt ethernet interface, and it would be stupid not to, with broadband home access coming online, it'd work fine for business too. Graphic overkill of course, but the "consumer NT" with support for myriad random hardware stripped out would probably be a lot more reliable (well in principle anyway) that Win9x, and it shouldn't have any problem running Office and a web browser. It'll be interesting to watch how it plays out. Cheers, Dan.