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: niceguy767 who wrote (99657)	3/23/2000 8:54:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1573817

Thunderbird will have inexpensive 3.2GB/sec ram, using a single channel, that matches the data rate of the Athlon back end bus by Q3. The dual rambus channels on Intel's 840 chipset would provide 3.2 GB/sec (if the chipset worked and anyone could find or afford the RDRAM for it). Athlon will have the same bandwidth, with lower latency, at a 5 to 10% premium over PC100. electronicnews.com Micron samples 150MHz, 166MHz 2Mb x32 DDR SDRAMs Mar 23, 2000 --- Micron Technology today began samping 2 Mbit x 32 double data rate (DDR) synchronous DRAMs (SDRAMs) at 150MHz and 166MHz speed grades. The same DDR SDRAMs will be available at 183MHz and 200MHz speed grades in the third quarter of this year, the firm said. Fabricated on Micron's advanced 0.18-micron process technology, Micron is targeting the chips at high-bandwidth memory applications such as high-end graphics, networking and telecommunications customers. The chips are offered in a standard 100-pin TQFP packages. The 150MHz version carries a part number MT46V2M32LG-65, while the 166MHz version is part number MT46V2M32LG-6. Data sheets are available. Pricing will be comparable to 2 Mbit x 32 SDRAMs, Micron said. Both parts are expected to be available in production volumes in the second calendar quarter of 2000. The memory giant said 4 Mbit x 16 DDR SDRAM devices will be available in the third calendar quarter. Micron's specialty DRAM portfolio now includes 150MHz and 166MHz 2 Mbit x 32 DDR SDRAMs, 143MHz and 166MHz 2 Mbit x 32 SDRAMs, and 143MHz and 166MHz 1 Mbit x 16 SDRAMs. "We expect demand for the 1 Meg x16 SDRAM and 2 Meg x 32 SDRAM to remain strong through 2000, with demand shifting to the DDR devices in the second half," said Gary Welch, Micron's marketing manager for specialty memories.

To: niceguy767 who wrote (99657)	3/23/2000 8:57:00 PM
From: crazyoldman	Read Replies (1) \| Respond to of 1573817

Hello niceguy767, That was great, some of your best words yet. Thankyou. I too think AMD is going to the moon and I hope to be going along for the ride. I have never witnessed a company with so much potential and came to that realization in the summer of 1999. Quarter 1 earnings should confirm the excellent execution that was first shown in Quarter 4. Best wishes to all AMD longs. Kindest regards, CrazyMan

To: niceguy767 who wrote (99657)	3/23/2000 10:33:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1573817

SpryGuy - Re: "Further to "But even more interesting to me is the 3 month chart, which suggests that when AMD closes above $60 (have to wait a little longer)a major price revaluation is very likely..." Current normal trading range is $54 to $60 +/- $1...Any close below $54 (I doubt that will happen)would signal a retest of the $48 to $50 support range...Any close above $60 is technically significant as it represents a close above the upper boundary of the 5 year trading range and would signal the onset of a new trading range between $60 and $100, with the test of the upper limit of $100 an outside possibility by April 20 as the confirmation of the paradigm shift would likely usher in the bandwagon effect with a succession of huge (i.e. 7 million plus) volume days. Minor resistance within this $60 to $100 range exists around $77... Although it may take April 12 earnings to set off a price explosion, it would not be surprising to see it occur well before that date. Anyone unconvinced of the underlying volatility of AMD needs look no further than the trading pattern exhibited since March 1. AMD has exhibited pricing instability since March 1, which in my experience, is a very definite precursor to a major and imminent (i.e within the next month) price change. Given AMD's strengthening fundamentals in Q1 compared to its record performance in Q4 (1 Gig Athy, GTW and HP as vendors, overseas sales strengthening and increasing availability of quality motherboards which presented a serious constraint in Q3 and Q4),an increase in eps over Q4's $0.43 would seem a certainty and consequently, the major and imminent price change is almost certain to occur on the upside...My crystal ball says that the positive AMD price trend which has seen AMD move from $17 to $55 in less than 5 months, a 300% move. is in no way diminishing, and could easily result in another 300% move from $55 to $165 over the next 5 months...It is within this context, and given Q1 earnings of $1.00 or more and reasonably stable markets in general,that a test of $100 by AMD by April 20 cannot be considered an impossibility! The next little while no doubt is destined to be full of excitement for AMD investors. I wouldn't want to be short AMD over the next month, and I'm not!" Comment (1) Running your process in overtime tonight ? Paul