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

To: Hans de Vries who wrote (111150)	5/16/2000 10:12:00 AM
From: chic_hearne	Read Replies (1) \| Respond to of 1575709

thread, What are your thoughts about AMD from now until expiration? Is now a good time to move out of May options? What about after the fed today? I think the market might tank regardless of what they say. Do you think a good strategy is to sell May options and sit on the cash and move back in later in the week? Comments? chic

To: Hans de Vries who wrote (111150)	5/16/2000 11:54:00 AM
From: xun	Respond to of 1575709

Hans, Thanks for the great article. panic

To: Hans de Vries who wrote (111150)	5/16/2000 2:16:00 PM
From: Pravin Kamdar	Respond to of 1575709

Hans, I just finished reading your article. You are The Man! Your analysis gives me much more confidence that Willamette will not kill AMD, and that I should hold my shares until the end of 2001 (not 2000, as per my previous plan). I was also worried that Intel is secretly designing a 64 bit version of Willamette to hedge their bets against Sledgehammer. It seems that Sledgehammer would out perform such a 64-bit extended Willamette. What are your thoughts on this? (Many of you will want to post that Intel can not market a 64 bit Willamette, since it would undermine Mckinley, but Intel is, and should be, paranoid). Thanks, Pravin.

To: Hans de Vries who wrote (111150)	5/16/2000 4:01:00 PM
From: niceguy767	Respond to of 1575709

hansdevries: Thank you for your most informative and well written article from which even a computer layman (i.e. me)can glean much useful information...Definitely a keeper! By the way, enjoy your time away!

To: Hans de Vries who wrote (111150)	5/16/2000 4:46:00 PM
From: Joe NYC	Respond to of 1575709

Great article Hans. Some of it went a little over my head on the first reading, but I will print it out, and take it with me on my next trip. Joe

To: Hans de Vries who wrote (111150)	5/16/2000 7:28:00 PM
From: TimF	Read Replies (1) \| Respond to of 1575709

Hans thanks for the link. The pdf at that site (http://www.chip-architect.com), has some interesting information. I liked one of its conclutions - "Then we must conclude that the performance gap at equal frequency between the current Thunderbird and Coppermine will only grow signifigantly in the case of the Mustang and Willamette". Of course that "at equal frequency" part is important and it is possible that Intel will be able to maintain a frequency advantage. I also thought it was interesting when it stated that the relative processing time/access time ratio between a Mustang or Wilamette and DDRDram or 2 channel Rambus was about that same as that between an 8086 and a 15,000 rpm hard drive. So that running a Mustang or Wilamette with cache disabled would cause the processor to wait as much on main memory as an 8086 would wait if it had no DRAM just virtual memory on a very fast HD.