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

To: Pravin Kamdar who wrote (10768)	9/29/2000 2:08:25 PM
From: boris_a	Respond to of 275872

Pravin, It is just amazing that AMD is not trading up on the sum of the news that has come out over the last 24 hours. Let's wait for 10/11. Thrilling! amd.com Boris P.S. Goutama EPS contest: Are you guys in the quiet period?

To: Pravin Kamdar who wrote (10768)	9/29/2000 2:19:37 PM
From: andreas_wonisch	Respond to of 275872

Pravin, Re: It is just amazing that AMD is not trading up on the sum of the news that has come out over the last 24 hours. It seems that everyone expects a PC slowdown in the next few months and doesn't want to put money in semiconductor stocks. AMDs guidance for Q4 will be extremely important because of that. If they lower e.g. the K7 shipment goal for Q4 the stock could get killed the next day. With strong numbers and good guidance, however, I think it could move up dramatically. Andreas

To: Pravin Kamdar who wrote (10768)	9/29/2000 2:44:53 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Pravin - RE: "The Bad: Motorola is pissed at Hector Ruiz. This could have far-reaching negative implications -- in terms of the AMD/MOT technology alliance." I agree. I wish Ruiz stuck to what he signed. Now Motorola, who has CLEARLY helped AMD get to where it is today by helping with Dresden's process technology, is in a lawsuit with AMD's expected future CEO. Motorola was AMD's good partner, but Ruiz just altered the relationship.

To: Pravin Kamdar who wrote (10768)	9/29/2000 4:00:00 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

Motorola is pissed at Hector Ruiz. This could have far-reaching negative implications -- in terms of the AMD/MOT technology alliance. I think this would have been an issue a year or two ago, but now I don't think AMD uses MOT's help as much as before. They sucked all the juice from MOT copper process and I bet AMD is now more advanced than MOT, which is struggling to ramp its G4 and asking help to IBM. But it's always sad to loose a good and powerfull partner... Max

To: Pravin Kamdar who wrote (10768)	9/29/2000 4:22:29 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

The Bad:Motorola is pissed at Hector Ruiz. This could have far-reaching negative implications -- in terms of the AMD/MOT technology alliance. In my opinion, this is not a concern. While the alliance may have been an initial benefit allowing AMD a quicker start into Cu BEOL, I don't see it as an absolute essential in the future. Moto is still not shipping any .18um G4 CPUs to Apple (look where they are) and from what I can tell no stand alone .18um SRAMs either. So, who is leading who here??? Moto's device design has never been first rate and I think AMD's engineers can do as well if not better. Also, I hope and pray AMD doesn't go down the SOI route that Moto is touting for Apple. x86 is not a niche market and time to market is critical. IMHO THE WATSONYOUTH

To: Pravin Kamdar who wrote (10768)	9/29/2000 5:05:49 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

<font color=red>McKinley Tape-Out, Itanium Cop-Out? (INTEL) Posted By Brian Neal Thursday, September 28, 2000 - 11:54:24 AM Thanks to Tim and Chris, who wrote in about this Register piece reporting that McKinley (second-generation IA-64) has already taped out. Throughout its seven year design-span, Intel's Itanium has seen repeated delays, even going so far as to declare the chip's first introduction a test launch. Performance questions have also plagued IA-64, especially regarding the chip's inability to reach its target frequency of 800 MHz and Intel's reluctance to release real benchmark information. With production Itanium systems already delayed until the middle of next year, it is very possible we won't see this chip at all, especially if Intel and HP have advanced McKinley's schedule: Sources close to Intel said that its next generation of IA-64 processor, codenamed McKinley, has already taped out, a term which means that the chip company has advanced its plans for the chip by a clear 12 months. But the source at Hewlett Packard, who declined to be named, also said that meant corporate America, by far the largest putative consumer of such a microprocessor, has forced the decision on Intel by rejecting its Merced-Itanium as unsuitable, even as a pilot system. While Itanium is up in the air, the question becomes, can they do any better the second time around? aceshardware.com Pravin what do you think about this tidbit of news? Milo