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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (1842)	7/21/2000 5:07:02 PM
From: dougSF30	Respond to of 275872

Joe, In 20/20 hindsight, Options Expiry friday (#8) should have been classified as "herculean" in terms of impact. I'm really hoping that KryoTech and/or AMD does a news release for Monday. That conference for KryoTech resellers goes on Sunday and Monday (German time), and the agenda includes: July 23 Reception 8:00 PM - 10:00 PM July 24 Welcome 8:30 AM KryoTech Thunderbird Marketing 8:45 AM AMD Thunderbird Technical 9:30 AM AMD Break 10:15 AM SuperG Performance 10:30 AM KryoTech SuperG Marketing 11:15 AM KryoTech Lunch 12:00 PM KryoTech Open Discussion 1:15 PM Partners AMD Fab 30 Tour 3:00 PM AMD Also, the front page is making a deal over the new SuperG coming "later this summer", and announcing that the old 1GHz SuperG's are only available for sale through today. kryotech.com One imagines they would like to have something for sale at all times, so might Monday be the debut of the new specs, at least? Although this will be a thermal solution, I still think it will be cool (no pun intended) to have a 1.4 (rumored) GHz Tbird system available for purchase. Doug

To: Joe NYC who wrote (1842)	7/21/2000 5:36:45 PM
From: kash johal	Read Replies (1) \| Respond to of 275872

Jozef: I have a slightly different interpretation: 1) (minor) Gateway resuming 1GHz Tbirds is good. check non event 2) (moderate) CPI # tomorrow better be in line. oops worrying 3) (moderate to major) If INTC exceeds and gives positive guidance about demand, Wednesday could be real nice. check Intels numbers blew nobody away - stock traded lower after earnings 3)a) MSFT #s okay. check Nope ---- top line sucked - stock got whacked 4) (major) AMD earnings Wednesday. medium rare earnings were great but confused 5) (major) AMD CC guidance Wednesday. good again confused --- infrastructure still F..... up no business sku's no release date of 760 chipset no durons in oems no smp 6) (moderate) Stock split declared at earnings? check 7) (moderate) Greenspan testimony Thursday. non-event? 8) (moderate? major?) Options expiry Friday. ouch 9) (moderate?) News out of the AMD platform conference tomorrow and Wednesday. one bit from Register today, waiting for more... Again zippo news -- about as bad marketing as u can get IMHO regards, Kash