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

To: jcholewa who wrote (15621)	10/23/2000 5:25:20 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Hey, could some of you DDR-760 reviewer guys please violate your NDAs and tell us if these Oct 30 / Nov 1 rumors are legit? <G> Well, I thought I'd ask, anyhow... Doug p.s. perhaps something like, "I cannot comment on the 760 release date. However, I can say you might find yourself very happy on October the ___th, for unrelated reasons." would work?

To: jcholewa who wrote (15621)	10/23/2000 5:31:34 PM
From: kash johal	Read Replies (3) \| Respond to of 275872

JC, The point is that there was mass confusion on the benchmarks. Intel thru clever marketing and help of gaming oriented websites hooked the market on fpu benchmarks. The latest i saw on FPU benchmarks for PIV was pretty decent spec fp scores. AMD with a HUGE MHZ lead is demand limited to 3M athlons, even with AMD doing 1.1/1.2GHZ OEM deals at $180/chip. Its not clear to me how many of those folks in Q1 may jump to PIV -- say 1M. That provides AMD a real problem on how to grow the biz starting Q1 2001, IMHO. PS National getting whacked as it preannounces slower comms and PC demand. Could be ugly tomorrow. regards, Kash