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

To: Cirruslvr who wrote (112600)	5/25/2000 1:54:00 AM
From: Joe NYC	Respond to of 1571040

Hmmm... Something from JC: jc-news.com According to this article, Thunderbird will initially top out at 850MHz (unsure whether this means for Asia only, or for the Slot version only, or what). Mmmm ... 950MHz is the middle of the Athlon's frequency spread. Thunderbird's L2 cache is exclusive. Its multiplier is "laser fused" -- aka, locked. Translation from Alfred: "The author has asked the AMD's engineer, the engineer said that the multiply clock of Duron and Thunderbird has been locked by laser ... while testing the CPU in the factory. Users are not able to overclock the CPU by a GFD like what we did before, but it should be overclock by the bus speed setting theoretically". There will be a 266/133MHz bus version of the Tbird The four circles near the corners of the Tbird in the photo are for "additional support for even larger heatsinks". Spitfire will start out at 600, 650, and 700MHz, with a 750MHz by the year's end (eg, in H2). Tbird to launch in June, at Computex. Spitfire listed here as launching the end of June. AGP Fast Writes were not enabled in the Duron tests (eg, expect higher scores, I guess, when Duron is tested with Fast Write capable boards) Duron's die is under 110sqmm And a comment from Kim Noer: "did you notice that the Duron eats 24.3W of power @ 650 MHz where the t-bird eats 38.1 @ 650 MHz The cache different can't explain it ( I base this on Intel specs that say the L2 ondie cache eats about 0.2W)". idiot noted in response, though, that the difference in operating voltage could make up for that, so nyeeaah!. Joe

To: Cirruslvr who wrote (112600)	5/25/2000 2:34:00 AM
From: Charles R	Read Replies (5) \| Respond to of 1571040

<That is why I don't care much about the movement in the past few days. Well, except that I don't have more cash to invest. ;)> How true! I backed up my truck when AMD "puled-back" to low-80s. Looks like I tied-up my funds a little too early. Here is an interesting dilemma based on the AMD price action in the last couple of days. I have been writing 80/85/90 puts over the last month or two thinking AMD would not correct more than 10 or 20 percent but given how this market has turned out and how AMD stock was not able to hold the 70s, I am wondering if it make sense to take a little bit of additional risk and write a few at-the-money puts now. How low could e possibly go from here? Would I end up tieing up some serious cash if Nasdaq were to go to, say, 2400. How much cash, as a percentage of portfolio, are people keeping handy? Any thoughts? What news is out there in the very near term to support the stock from sinking from the current levels? - Stock split (highly likely) - Thunderbird/SPitfire launch (highly likely by June 5th and 99.999% before end of June) - Earnings preannouncement (highly likely) - Blowout Earnings (almost guaranteed) Anything else?