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

To: Chung Lee who wrote (112104)	5/23/2000 12:25:00 PM
From: Cirruslvr	Read Replies (3) \| Respond to of 1570890

OT Chung - RE: "The avg trade size today is larger than yesterday (1500), about 2300 shares per trade, therefore I think there is much more institutional involvement" Where can I check average trade size? Thanks.

To: Chung Lee who wrote (112104)	5/23/2000 2:34:00 PM
From: Petz	Read Replies (1) \| Respond to of 1570890

Chung, re:<The avg trade size today is larger than yesterday (1500), about 2300 shares per trade, therefore I think there is much more institutional involvement.> Chung, welcome to the thread. A former member of this thread, Albert sent be a brokerage report on Intel this A.M. which may explain today's weakness. Here's a quote about AMD from the Bear Sterns report: AMD SUPPLY CONSTRAINTS A WINDFALL FOR INTEL We believe AMD, a tough competitor for Intel during the first quarter, has run into supply constraints of its own in Q2. As the company attempts to launch two new derivatives of its Athlon microprocessor, Thunderbird for high end applications, and Duron (formerly code named Spitfire) for low end applications, the company has become constrained by the availability of core logic chipsets from its Taiwan suppliers Via, Acer Labs, and SiS. Consequently, we believe AMD is highly unlikely to ship more than its official guidance of 1.8 million Athlon microprocessors in the June quarter, which should provide some incremental opportunity for Intel. IMO, this illustrates extremely short term thinking by "the street." Even if AMD is limited to 1.8M Athlon's in Q2, in Q3 there will be FOUR chipset makers -- AMD, VIA, SiS and ALi. Until about a month ago, no one was counting on much from SiS and ALi. It also contained this propaganda about Willy: It is also readying its next generation Willamette 32-bit architecture to ship in the fourth quarter in high end and mid-range retail and corporate desktop PCs, which we believe will result in undisputed performance leadership in the PC microprocessor market again. Recent checks with industry sources lead us to the conclusion that the company is achieving higher than expected functional and speed yields on its Willamette microprocessor, giving Intel the confidence to launch Willamette in both the high end and mid-range desktop PC segments. This will force the Pentium III into the value segment of the market earlier than previously thought, providing a competitive advantage against AMD, which will be challenged to introduce a new microarchitecture equivalent to Willamette in performance in the same time frame. Petz