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

To: Pravin Kamdar who wrote (9307)	9/19/2000 11:32:25 PM
From: chic_hearne	Read Replies (3) \| Respond to of 275872

Pravin, Sun should just buy AMD for $20 billion. Immediately spin off Flash including Austin. They could probably get $20 billion for this over the next few years. They could end up with Dresden, Athlon, and AMD's key people for free. Considering Sun doesn't have a fab and that TXN doesn't have a Cu process, this would be one hell of a deal considering how undervalued AMD is. chic

To: Pravin Kamdar who wrote (9307)	9/20/2000 12:41:10 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

<font color=darkgreen>I think I smell a 760 chipset. DDR part of 1.6Ghz PR. "Motherboard: Chipset to be announced (currently under NDA); integrated FDD and dual-channel ATA/100 HDD controller; 2 serial, 1 parallel, 4 USB ports (2 via header); supports DDR SDRAM, max capacity and speed to be announced (currently under NDA) ; 1 AGP and 5 PCI slots; ATX form factor " sys.com I think I smell a 760 chipset annoucement about to come. Milo

To: Pravin Kamdar who wrote (9307)	9/20/2000 9:11:48 AM
From: niceguy767	Respond to of 275872

Pravin: "Expect performance to be staggering, as the Sledgehammer will be built using a .13 micron copper interconnect technology. The small die size and use of copper will allow this CPU to achieve 2,000+ megahertz speed levels. The Sledgehammer will also be a highly scalable CPU, as the design allows multiple cores to be integrated into a single chip. By offering single chip scalability, and then expanding this functionality with symmetric multiprocessing(via the LDT bus), the K8 Sledgehammer could effectively scale to super computer status." Comment: Sounds like AMD's roadmap has some teeth to it...If able to deliver, and who'd doubt that possibility given the outstanding Athy execution over the past year, this should provide for 40% revenue growth well beyond Y2001 in which AMD is likely to generate $7 billion in rvenues...(vs. $5 billion in Y2000 and $2.8 billion in 1999!)... Yeah, gotta say it again, the current p/e of 10, given the prospect of 40% revenue growth rate for AMD for the foreseeeable future, underscores the absurd current AMD valuation of $30!!!