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

To: Eric K. who wrote (1914)	7/22/2000 7:17:02 AM
From: Gopher Broke	Read Replies (2) \| Respond to of 275872

P 4 may have a "flaccidity" problem I wonder how long it will take for Intel themselves to admit they are slipping with Willamissed as well as Itaintium? Probably they will say nothing but to re confirm that it will ship in "limited quantities" (=none) until next year. A .13 Cumine would no doubt be reasonably competetive but it will take Intel time to switch enough Fabs from .18. (I seem to reacall the CC indicated half were still at .25?) The ramp of .13 chips will be low enough that all Dresden's production (ramping up beyond the 7.2 million processors in Q4) will sell easily for several quarters. And what about a .13 Athlon anyway? Those will rock! Who was it asked what AMD might do with Fab 25? <font color=sky blue purple> You have to hand it to Intel and AMD - there is always plenty of news and rumor around to keep investors amused!

To: Eric K. who wrote (1914)	7/22/2000 9:17:47 AM
From: steve harris	Respond to of 275872

Erik, the article is on CBSMarketwatch where I have signed up and use their porfolio. Don Green's post is an article by Jack Robertson-CMP Media. Message 14089797 "An Intel spokesman declined to comment on the issue, but said the company plans to produce Pentium III and Pentium 4 processors on its new 0.13-micron process. He denied that a 0.13-micron Pentium III was a response to AMD's Athlon, but instead was part of Intel's normal road-map progression." Instead of iNteL:"Got to get to Willy" [TM-McMannis?] it should be "Got to get to 2001!" Where's PB when you need him? :o) steve

To: Eric K. who wrote (1914)	7/22/2000 10:21:46 AM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Eric, Re: P 4 may have a "flaccidity" problem and that P 3 will be taken to .13 micron to maintain a competitive lineup. from your link Message 14089797 I thought this was interesting: "Intel couldn't afford to wait on developing a mainstream desktop Willamette chip," McComas said. "They've returned to the old tried-and-true Pentium III core as a quick fix." Do you suppose this was a typo and they meant, "They've returned to the old tired-and-blue Pentium III core as a quick fix." How many "quick fixes" are they going to try to get out of the P3? Do you suppose that Paul heard this news early, motivating his recent purchase of AMD? Could his prediction that AMD would be up on Friday have been based on this tidbit of news possibly being released to the public on Friday? If this "news" is true, the sellers of the 14 million plus shares that traded in the last couple of days are going to be very sad indeed. AMD buying pressure should prove to be tremendous. Kindest regards, CrazyMan Edit- Intel can't get it up and I can't get my Tbird 700@840 slowed down!