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

To: Joe NYC who wrote (114758)	6/7/2000 2:16:00 AM
From: Scumbria	Read Replies (2) \| Respond to of 1571785

Joe, No mention of 1.5 GHz anymore Where is Elmer? I seem to remember a several week tirade he went into after IDF, when I described the 1.5GHz demo as a fraud. ;^) Scumbria

To: Joe NYC who wrote (114758)	6/7/2000 2:19:00 AM
From: eplace	Respond to of 1571785

Jozef...re:PPS: Niles raised the target for INTC to $200 PPPS: Prudential re-iterated STRONG BUY recommendation for INTC I don't remember who made the statement earlier (too many posts today including more than the usual from me), but sounds like a classic pump and dump to me too. Those poor unsuspecting people who buy now stand to get hammered, and not only by the Sledgehammer. Ed P.

To: Joe NYC who wrote (114758)	6/7/2000 2:19:00 AM
From: Charles R	Respond to of 1571785

Joe, <but conversations with a number of motherboard vendors has revealed they have no plans to support it.> Sharky reports the same thing from Taiwan. It is safe to say that there was no time for Intel to even bring-in third party motherboards - there is just not enough time in the schedule. <Niles raised the target for INTC to $200> Niles has lost his touch over the last few months (may be lost a very capable junior analyst in the team). Based on the caliber of his reports of late, I no longer am impressed with his views. Right now, I consider Jonathan Joseph to be the best semi guy (and that's not just because he is bullish on AMD). Chuck

To: Joe NYC who wrote (114758)	6/7/2000 6:29:00 AM
From: Eric K.	Respond to of 1571785

Joe-- PPS: Niles raised the target for INTC to $200 The Niles logic on Intel is entertaining when you get right down to it. His line of reasoning is roughly, "Intel has done very poorly for the last year, yet the stock has done spectacularly. When Intel actually gets back to doing things well, then the stock price must really start moving." It is kind of a perverse argument, since the basis for the company's stock doing well when it was executing poorly was anticipation of a return to successful execution, but this is what passes for analysis. Alternately, Niles is simply evil. He did upgrade Dell after their earnings disappointment with a similar logic (expectations reset massively downward is good since the company can then surprise to the upside), and his "favorite" stock is Micron. Pump and dump? -Eric

To: Joe NYC who wrote (114758)	6/7/2000 12:11:00 PM
From: tejek	Respond to of 1571785

PS: It's only Tuesday, and we have Timna gone, Willy doubtful. Boxed Xeon withdrawn. What will the rest of the week bring? Is Merced safe in this week of doom. Joe, Cumine recalled due to missing caches? Or, Intel uses Athlon motherboards by mistake?!! ted

To: Joe NYC who wrote (114758)	6/7/2000 11:31:00 PM
From: kapkan4u	Read Replies (3) \| Respond to of 1571785

<2. Instead, they will wait for the next generation, codenamed Tulloch, which Intel has told them will arrive in the second quarter of next year. This means that Willy will be another Merced: proof of concept, not ready for prime time. The decreasing intro speed from 1.4 to 1.3 to 1.2 according to the Prudential report means Intel is having problems with clock speeds. No mention of 1.5 GHz anymore.> I have been saying for a while that Willy's double-clocked ALUs will not scale. We are witnessing the beginnings of "just wait for McWilly" campaign from Intel. I will not be surprised to see Intel delay Willy to replace the double-clocked ALUs with core-clocked ones. Kap