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

To: Jim McMannis who wrote (2750)	7/28/2000 3:29:43 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Jim - RE: "Intels PR department has convinced me that hype is better... So find some 1.2 gig Athlons and price them at $1500/ea. in limted quantities. The press will pick right up on it... I see 1 gig Compaq systems at Costco for now $2399. Surely they can yield some 1.2 giggers and more at Dresden." AMD says they will come out with 1.1GHz August 28. Within one month, Intel will come out with Willy at 1.3 and 1.4 GHz. We know Willy volumes won't be great this year, but this does NOT look good. I guess AMD is sticking to Jerry's line - "bragging rights area great, but revenue rights are better." I don't think Dresden binsplits were really great initially. If they were, AMD would have released 1.1GHz by now, or on Monday rather than the end of August. Good thing Intel STILL can't get 1GHz in any kind of volume yet...