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

To: Scumbria who wrote (2251)	7/25/2000 5:56:58 PM
From: Yougang Xiao	Respond to of 275872

Scumbria: <<The company is executing almost perfectly, and investors will be rewarded in the long term.>> To make the stock run, I like to see more pessimism. More Kash(es) here around, the better!

To: Scumbria who wrote (2251)	7/25/2000 6:01:51 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Scumbria, Intel says Willy to use PC133 SDRAM next year! This will slow down Willy (compared to using dual DRDRAM channels) and make it easier for AMD to compete, no matter how fast or slow Willy is. Of course, it also lowers the cost of the Willy platform. Say bye-bye to DRDRAM's hopes to become a mainstream memory next year. "Intel spokesman George Alfs said today that the company will come out with a chipset, a crucial set of chips that connect the processor with the rest of the computer, that will allow computer makers to build Pentium 4 computers with ordinary SDRAM memory running at 133 MHz." ____________________________________________________________ Intel veers from Rambus-only road map on Pentium 4 By Michael Kanellos Staff Writer, CNET News.com July 25, 2000, 1:15 p.m. PT Intel will come out with a chipset next year for the Pentium 4 geared to work with standard memory, the company confirmed today, a move that raises questions about the future of Rambus-based memory. Intel spokesman George Alfs said today that the company will come out with a chipset, a crucial set of chips that connect the processor with the rest of the computer, that will allow computer makers to build Pentium 4 computers with ordinary SDRAM memory running at 133 MHz. Intel is also investigating ways in which the upcoming chipset can be tailored to let PC makers adopt DDR DRAM, a version of SDRAM that runs at twice the speed. The announcement, arcane as it might sound, will no doubt be seen as a watershed event in the memory market. Until now, Intel has said that it will only make chipsets for the Pentium 4 that work with memory based on designs from Rambus, although Intel executives broadly hinted in a financial conference call last week that that could change. Rambus memory is expensive, costing at least three times as much as standard memory. Memory makers have cut production of Rambus memory because of the expense. PC makers, meanwhile, have adopted chipsets from Intel rivals such as Via Technologies to avoid incorporating expensive Rambus memory with the Pentium III. Analysts have questioned whether enough Rambus memory exists to allow Intel to even launch the Pentium 4, due later this year, in substantial volumes. Even inside Intel, factions supporting the different memory technologies have sprung up, according to sources. By coming out with a Pentium 4 chipset that works with standard memory, Intel effectively is giving PC makers an opportunity to adopt its upcoming chip and ordinary, less expensive, memory. "You'll see a continued assertion of Rambus at the high end, but is someone going to pack their lowest-cost box with Rambus? Not likely," said Dean McCarron, principal analyst at Mercury Research. McCarron added that the chipset would likely come out in the second half of 2001. A shift toward the new chipset has likely been brewing internally for some time. Paul Otellini, the general manager of the Intel Architecture Group, strongly indicated last week that the company was looking at alternatives. "We still view this memory technology (Rambus) as delivering the best overall performance...but this is not to say that we won't have other memory configurations to take advantage of other price points," he told investors. news.cnet.com ____________________________________________________________

To: Scumbria who wrote (2251)	7/25/2000 6:03:00 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Scumbria while I do not believe it myself but just to add more confusion I thought I'd re-post this old peace: zdnet.com if the statement in bold is correct then who knows amd might be sampling their "hammers" now or should start soon Regards -Albert ................. The Itanium's delay may spell bad news for Intel but may provide an opening for Advanced Micro Devices Inc., of Sunnyvale, Calif. AMD is looking to launch its first 64-bit processor in the first half of next year. Code-named Sledgehammer, AMD's 64-bit chip will compete against Intel's in both the server and high-end PC markets. Because of the Itanium's new architecture, the chip is not ideally suited for current 32-bit applications. Even today's Pentium IIIs would outperform the Itanium on 32-bit applications. On the other hand, AMD's 64-bit chip is expected to be fully compatible with today's 32-bit software, offering greater compatibility with hardware. Sledgehammer's flexibility "may persuade software developers who need a 64-bit chip for technical applications or even some mind-dazzling games, as well as some high-end database application users, to pursue an AMD strategy," said Nathan Brookwood, an analyst at Insight 64, in Saratoga, Calif. ..................

To: Scumbria who wrote (2251)	7/25/2000 6:20:19 PM
From: survivin	Read Replies (1) \| Respond to of 275872

Some moron analyst on Cnbc just told a caller to take profits Calling himself a "value" analyst, he said there will be much better entry points in the next 6-8 months. In other words, after amd posts 2 more record quarters, their price will be lower than $78. Unbelievable. I'm looking forward to tomorrows spin on intc's P4 sdram reversal by intc bulls -- kumar, ssb, zdnet, cnet, ap, et al -- citing this latest ingenious move as further evidence of amd's inevitable downfall. No mention will be made of the risk of investing in a company that was foolish enough to go solely with unproven rmbs in the first place. Btw, what was yougang talking about? I see them holding $78 firmly despite the wishful hopes of the 2 "bids" at $76. (7 asks at $78 3/4)[oops spoke too soon -- a 200 share trade knocked it down 77 11/16]