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

To: dougSF30 who wrote (4761)	8/12/2000 3:35:26 PM
From: survivin	Read Replies (2) \| Respond to of 275872

Intel thrown into confusion by AMD cuts by Mike Magee Chip giant Intel is confused about how it will react to price cuts AMD is making this weekend, we can reveal. ... theregister.co.uk

To: dougSF30 who wrote (4761)	8/12/2000 4:13:46 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Doug, Re: It seems like Monday price cuts are 99% certain... any possibility they won't* be accompanied by the 1.1 T?* A 1.1 GHz Thunderbird announcement would make perfect sense but there are some indications that it will delayed until August, 28th: a) It looks like the NDA will not be lifted this Monday (remember the press has samples for weeks now). AMD could still lift it on a last-minute note but don't count on it. Or it could be so super-secret that nobody would tell me about it (also unlikely because I knew of the Thunderbird and Duron NDA expiration in advance). b) No rumors about an early introduction. We usually hear about these things from some sources. There are too many people (AMD employees, media, OEM employees) involved and someone would talk. c) Thunderbird 1.1 GHz is not included in the recent price list. (however, the Duron 750 is) d) AMD officially stated that it will be introduced on August, 28th. Because of these points I don't expect a 1.1 GHz announcement on Monday. AMD could still have planned a extremely secret introduction but I think this is unlikely; there are just too many people and other things (see above) involved that would give some indications. Andreas