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

To: Joe NYC who wrote (4170)	8/9/2000 5:49:27 PM
From: EricRR	Read Replies (1) \| Respond to of 275872

I think Microprocessor Forum is usually a place where new microprocessors are introduced. But there is a possibility that Sledgehammer is at a point when technical details need to be released in order to allow people to start writing compilers. The yahoo press release on this announcement says that "questions are for press and analysts only." Obviously this is intended as a "chest thumping" session, and not a tech fest. Everyone will ask the same question- "What speed will Sledgehammer debut at." I hope they have a good answer!

To: Joe NYC who wrote (4170)	8/9/2000 8:09:06 PM
From: dougSF30	Read Replies (4) \| Respond to of 275872

Thoughts on tomorrow's 64-bit technology announcement... I have to disagree with Yougang that this is 'just talk' to halt a further slide in stock price. Nothing could be worse for the stock price than calling a special teleconference, and delivering a few dry powerpoint slides about an instruction set for a processor due over one year from now. I think it would be a brilliant strategy to have the 64-bit instruction set in Mustang... that would mean much better software support by the time Sledgehammer arrives. Third parties would actually have the incentive and the means to produce compilers, etc., for AMD's 64-bit instruction set. Would they get much support for a paper spec, in view of Intel competition? I doubt it. We'll see soon enough, but I'm guessing there will be some meat in tomorrow's PR stunt. If there isn't, it will backfire. Doug