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

To: Charles R who wrote (4055)	8/9/2000 12:31:01 AM
From: Charles R	Read Replies (2) \| Respond to of 275872

AMD sell-off was bit out of line with SOX today so just checked how other "flash" companies did. SSTI, SNDK, and ATML don't look too good either. It may have been a flash sell-off today.

To: Charles R who wrote (4055)	8/9/2000 1:17:43 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Chuck, Given the delays in KT133, I am concerned about Duron laptops. It is not clear to me that ALI's mobile chipset is far enough along to make for Q4 volumes. There is no such thing as a mobile Duron, so this is not a priority to me. Ali chipset seems to be on schedule for Q4, which is the time when the first mobile chips based on Corvette / Mustang core will be available. I hope that the Sis chipset will be usable in notebooks as well, and maybe even 760. On subject of notebook CPUs, I think AMD claimed PowerNow will be available across the notebook lines. I think this feature would be useful in all CPUs, including Desktop and Server. I think 99% of all computers are candidates for being in automatic power saving mode. As I type this, the CPU should slow down to a crawl, and should use only a fraction of the power. Think how much energy could be saved if about half a billion computers out there use 5 Watts of power rather than say 25 Watts. Joe