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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (125799)	10/11/2000 3:05:30 PM
From: milo_morai	Read Replies (1) \| Respond to of 1570483

I agree TED.. BUY MORE NOW it may be you last change before New Years at these levels. Milo

To: tejek who wrote (125799)	10/11/2000 3:08:41 PM
From: Joe NYC	Respond to of 1570483

Ted, I don't know where this number (5.5 mil) came from. On one hand we have production and on the other hand we have demand. I don't know which side would be limiting the K7 shipments in Q4. I don't think it is production, and for the demand to be the limit, it may be too early to know the final numbers for Q4. Actually there is not that much reason to speculate now, since we will know what the guidance will be in 3 hours. Joe

To: tejek who wrote (125799)	10/11/2000 3:10:38 PM
From: Cirruslvr	Respond to of 1570483

Ted - RE: "Secondly, I am begining to sense some desperateness on the apart of analysts to call the shots now that the SEC ruling is getting ready to go into play...10/23. I think the analysts have been cut off from company info for a couple of months now because of the new ruling and they don't like it." Interesting, I didn't know the date was this early. The 5.5 number is being focused on because it was the lowest estimate and when people worry they look at the worst case. "Its clear that the P4 is not going to be the a threat for all of 2001... With Timna cancelled maybe Intel will be able to increase production of P4, but it is still stuck to DRDRAM. When it moves to .13 and gets a SDRAM/DDR SDRAM chipset Intel will have a much better platform. Can't wait for the CC, even though I probably won't be able to hear it live.

To: tejek who wrote (125799)	10/11/2000 3:12:35 PM
From: TimF	Read Replies (2) \| Respond to of 1570483

tomshardware.com - "...The Idaho based company (Micron) came up with the idea of embedding an 8MB LV3 cache into the chipset..." "...On the Mustang front an AMD representive confirmed for us that this workstation and server oritented chip is firmly inline to ship towards the end of this year...He also confirmed that there is little doubt that this enhance Athlon would reach 1.5ghz on the current 0.18 process..." "...the branch prediction unit for Mustang has been revamped over the Thunderbird's to improve accuracy..." Link found on AMDZone. Tim