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

To: niceguy767 who wrote (5775)	8/20/2000 2:52:26 PM
From: PINBOTMAN	Read Replies (3) \| Respond to of 275872

To Thread, Does anyone know the subject of Monday's CNBC interview with AMD. I was watching Bartoromo's (sp?) market rap on Friday evening and noticed that AMD was scheduled to present on Monday. Since I also had kid duty, I was not able to hear the subject of the interview. A few thoughts on Sanders' ON 24 interview which I listened to for the second time. Regarding "volume is our vaccine....." 1) In support of a soon to be launch of 1.2 Ghz: Jerry noted that: "Dresden was the source of all 1.1 Ghz AND faster processors", inferring that 1.2 Ghz already in significant production. 2) Seems that with recent price cuts and volume shipments of 1 Ghz and faster Athlons in conjunction with Dell's recent stock price performance, AMD may well force Dell's hand into adopting Athlon solutions--i.e., volume is our vaccine. Also, headroom in price cuts seems highly supportive of a 1.2 Ghz launch in the near future. These price cuts make even more sense if AMD processors are sold out or near sold out for the current quarter. Wishful thinking/idle speculation: Jerry noted that OEM's with 1.1 Ghz systems on 8/28 were "top ten" manufacturers and that there would be "more as the year unfolds". Dell??? Thoughts?, Jim

To: niceguy767 who wrote (5775)	8/20/2000 4:43:08 PM
From: f.simons	Read Replies (5) \| Respond to of 275872

Man, I'd be having nightmares...Capital gains just won't continue prop up INTC much longer relative to AMD, imho Hi Niceguy- Have you ever wondered why almost all the people on the face of the planet who think that Intel's capital gains are bad are AMDroids? The rest of the world seems pretty happy with things at Intel. Are 'droids really that much smarter than the rest of us? I don't want to reopen a sore spot, but are you as confident of an "accident waiting to happen" at $70 as you were a couple months ago about never having another chance to buy AMD below $80? Any humility you may have gotten from recent events seems to have evaporated in AMD's gains last week Regards, Frank