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

To: vince doran who wrote (109456)	5/5/2000 9:49:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1578398

Vince, Those benchmarks look pretty reasonable to me. CPU/FPU/mark are intended to test the speed of the CPU, and there have been no major changes to the CPU core in T-Bird. System level benchmarks will show more improvement for T-Bird, because of the faster cache. Scumbria

To: vince doran who wrote (109456)	5/5/2000 10:03:00 AM
From: Charles R	Respond to of 1578398

Vince, <Chuck: Do you think the market knows yet that there is a problem with KX133 and Tbird? I spoke to J. Joseph's (SSB tech analyst, been ahead of the curve on AMD compared to most) assistant yesterday afternoon, and he hadn't heard about it.> Currently the market is "ignorant". It doesn't even know what AMD is going to blow past the numbers yet again. And as far as KX133 problem, it probably has very little impact on short term. The current wafer starts seem to be more or less spoken for. The issues here should be of concern to long termers. Analysts and most of the financial community rarely look past the quarter other than taking the management's word for the growth. The even more short-term momentum crowd cares for nothing other than the movement of the stock itself. Chuck