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

To: Dan3 who wrote (113206)	5/29/2000 12:21:00 PM
From: crazyoldman	Read Replies (1) \| Respond to of 1573413

Hello Dan, Re: Immediate availability of a 1.4 or 1.5GHZ system would also disperse the cloud of anxiety brought on the pre-announcement of Willamette at those speeds. Yes it would...and I like your phrasing "disperse the cloud of anxiety". I think such an announcement would "eliminate any cloud of anxiety" concerning AMD for a very long time to come. Rather like the beginning of a new era don't you think? Good post Dan. Kindest regards, CrazyMan

To: Dan3 who wrote (113206)	5/29/2000 12:54:00 PM
From: Charles R	Respond to of 1573413

Dan, <Although 1.1 or 1.2GHZ keeps AMD solidly in the lead, it may not be enough to grab a big piece of the mono-processor server and workstation markets away from Intel. This is the market AMD now needs to grow into.> Gateway has been aggressively pushing Athlon into the business market in the last few weeks. I expect that to rampup with Thunderbird. Workstation story will be the same. It is now almost a year after the introduction of Athlon and all the big infrastructure, software kind of issues have been addressed - once DDR shows up there is no justifiable reason for any OEM to promote anything but Thunderbird in the Workstation market. I agree that going past 1.2G may motivate the OEMs in the server market to convert to AMD but based on the infrastructure situation, I doubt if that is going to happen on the 5th. Let's see. <Immediate availability of a 1.4 or 1.5GHZ system would also disperse the cloud of anxiety brought on by the pre-announcement of Willamette at those speeds. > The talk then becomes, if AMD can do 1.5 then Intel can do 2. Another could be AMD is pushing too fast to keep up with Intel's product (non-existant but that's a different story) and AMD will now get into manufacturing problems. For people who choose to worry or be anxious there are always ways out there. <So there is some justification for leapfrogging Intel instead of nosing them out.> With Intel still under 1G for all practical purposes, 1.2G is leapfrog in my mind. I would be concerned about killer instinct if we do not see a 1.2G. <By the way, have you noticed the substantial downside that will be faced by AMD investors if there is a 1.4 or 1.5GHZ announcement? Within weeks of shouldering the burden of approving one 3 for 1 stock split, we'll be faced with the aggravation of approving another one!> AMD is now at 74 and was at 92+ before some of the good news about Gateway and infrastructure started rolling in. So why should announcement of higher speed parts take it to 50? The optimism on this board may have seriously damaged some optioned/margined players in the last few weeks, it would be a sorry sight to see the "exuberance" story repeat. Chuck

To: Dan3 who wrote (113206)	5/29/2000 1:00:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1573413

Dan, All rumors aside, it does look like there will by a 1.4 Ghz system demonstrated at Computex on June 5th. Even if this is a Cryotek cooled SYS system, it would be great news, indeed. I am beginning to think that AMD should just go for a 4 for 1 split in July, instead of two 2 for 1 splits over the year (750,000,000 shares allows for this; not just 3 for 1). Pravin. PS: With all these rumors this weekend, it makes me think of the adage, "where there's smoke, there's fire".