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

To: niceguy767 who wrote (8614)	9/14/2000 9:04:19 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

We ought to see if we can get that fool an SI membership. Jim

To: niceguy767 who wrote (8614)	9/14/2000 9:05:17 PM
From: Maverick	Read Replies (1) \| Respond to of 275872

Source in AMD hinted that AMD will easily make their shipments for Q3 AMD Processors On the same day that Intel recalled their 1.13GHz Coppermine, AMD announced their 1.1GHz part, indicating that a 1.2GHz part would follow 'soon'. A spokesperson confirmed this week that AMD intends to stay ahead of Intel in processor performance, so they will make available whatever speed Athlon is necessary to to maintain that when Intel introduces their Pentium 4 part. AMD President, Hector Ruiz, recently talked publicly about the upcoming codenamed Mustang, Palomino and Morgan processors, which are essentially the same 'tweaked' Athlon core with differing amounts of L2 cache. Though little information has been released about the specific plans, it is reasonable to assume that these parts will be intended for the mobile, high-end desktop and commercial (dual processor) markets. Reports from various market sectors indicate that the Duron is selling very well in overseas markets, but not so well domestically. One source has reported the Duron outselling the Athlon 4-to-1 in Asia. On the other hand, the Athlon seems to be much more popular in the U.S. market than in Europe or Asia. One source within the company hinted that AMD will easily make their shipments for Q3, and claimed they are still very comfortable with their Q4 numbers. Three of the top four U.S. OEMs are shipping Athlon systems, with Dell the notable exception. Since they dropped plans for Duron systems a few months ago, no mention of K7 systems from Dell has been heard in the rumor mill. realworldtech.com

To: niceguy767 who wrote (8614)	9/14/2000 10:52:52 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Niceguy - RE: "They haven't, but they will, and when they do, the all-time high of $48.50 will look like a bargain..." How ironic! Before AMD shattered its all time high for the first time earlier this year the all time high was also $48.50! Not like it means much, it just hit me... I'm looking to add to my AMD position tomorrow for the first time since June '99. What's your opinion of what the stock will do tomorrow? I'll look for the opposite to happen. ;)