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

To: Scumbria who wrote (114072)	6/4/2000 9:48:00 AM
From: Joey Smith	Read Replies (1) \| Respond to of 1573494

Scumbria, re:The arrival of Dresden tomorrow puts AMD in a very strong position. Large volumes of fast parts will allow AMD to rapidly push into the business sector. Assuming no "issues" with Dresden, TB chipsets/motherboards...I wouldn't make that bet, at least for a while. If TB "launches" tomorrow with nothing higher than 1G, dont you think market will react negatively??? happy golfing! Joey

To: Scumbria who wrote (114072)	6/4/2000 10:30:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1573494

Scumbria: Re: "The arrival of Dresden tomorrow puts AMD in a very strong position. Large volumes of fast parts will allow AMD to rapidly push into the business sector." Comment: If memory serves me, it was (June 14/99(?))when Dirk Meyer was the featured speaker at a dinner (that you attended) at which he introduced the architecture of the Athlon...Difficult to believe that the "spry Athy" has evolved so rapidly and so flawlessly (i.e. in less than 1 year) to its current stage (1.5 gig copper T-Bird)in the evolutionary ladder...All the more impressive is the Athy's evolution when compared to the Intel PWeeIII benchmark of performance virtual non-evolution established over this same one year period... My guess is that with Dresden (copper....18, .13) coming on stream, we can expect the same favourable AMD evolutionary trend over the next 12 months as well...June 5/2000 looks like it will mark the day that AMD officially makes its entrance onto "the big stage"... (As has been the case since November '99, I've not seen (since TXN in '95) an equity that exhibits such strong fundamental and technical characteristics as to make the purchase of call options so very attractive as an investment strategy...currently holdings Jun 80's, Oct 70's and Jan 80's...planning to sit on Oct 70's and Jan 80's until AMD = $120 at which time investment strategy will be re-evaluated...Currently wondering if AMD will get to $120 before June 80's expire.)

To: Scumbria who wrote (114072)	6/4/2000 3:07:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573494

Scumbria, <A few more rumors of Willy delays, and we will be way over $100 bucks a share!> $100+, we will get to on fundamentals even with excellent execution from Intel on Wilamette. If Wilamette is really delayed into Q1, Dell WILL defect. It would be impossible to predict what that could do to AMD stock price. We might see a RMBS kind of effect - peak to some absurd level and fall back to something more realistic level when Intel gets back on track. Chuck