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

To: DRBES who wrote (117914)	6/27/2000 6:22:00 PM
From: Petz	Read Replies (2) \| Respond to of 1576002

Darbes, yes, I definitely noticed that Ruiz finally said something significant outside of Jerry's shadow. I was actually beginning to have doubts about his longevity. "Sledgehammer will start at 2GHz" I like that Petz

To: DRBES who wrote (117914)	6/27/2000 8:48:00 PM
From: enzyme	Respond to of 1576002

re: I would be cautious to not underestimate the profound significance of someone from AMD's upper management, other than "Jerry," issuing forward looking statements for AMD. I strongly agree here. Hector's comments are extremely bullish. I have no more reservations whatsoever about AMD's Dresden ramp... "So far, the performance of the factory has exceeded our expectations," If the Dresden ramp were anything but exemplary Ruiz would be setting himself up for a shareholder suit. Intel on the other hand, IMHO, has made the calculations and has concluded that making 20% of their chipsets over two quarters RDRAM enabled so their options can kick in is just not worth the market share and thus revenue they will lose in doing so. Thus they are peppering the media with comments that have an anti-Rambus spin. After all if you're going to dump Rambus then there should be good reasons already out in the media to do so. I bought some Rambus puts today. Holding on to all of my AMD July calls. 'zyme