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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (86230)	10/28/2000 5:28:56 PM
From: Elwood P. Dowd	Respond to of 97611

Capellas keynotes business conf. Monday by: skeptically 10/28/00 3:37 pm Msg: 193530 of 193545 Secretary of the Navy Richard Danzig and Compaq Computer Corp. CEO Michael Cappellas to Give Keynotes at Red Herring's Business Conference in Carlsbad, California on Monday, October 30 10/27 12:38 (PR) Story 1083 (CPQ) Secretary of the Navy Richard Danzig will give a keynote speech at Red Herring NDA, a two-day, high-level business strategy conference hosted by Red Herring Communications on Monday, October 30 at 9:15 a.m. PST at the Four Seasons Hotel in Carlsbad, California. Danzig will discuss the future of technology for military use and the unprecedented multi-billion dollar contract the Navy recently inked with the Electronic Data Services (NYSE: EDS). Danzig will hold a press briefing immediately following. Michael Cappellas, President and CEO of Compaq Computer Corp. (NYSE: CPQ) will deliver the second keynote address at 10:45 a.m. Red Herring NDA is by invitation only and will be attended by the world's leading venture capitalists, investment bankers, and entrepreneurs. The event will explore the most pressing issues facing the business of technology through lively debates, company presentations, roundtable sessions and panel discussions. Red Herring, the country's fastest growing magazine, will unveil the Top Ten Business Trends for 2001 on Tuesday morning at 10:45 a.m. PST. For a complete event program, visit: redherring.com To attend and for additional information, contact: Jason Chupick, 212-319-8383, 208. Over the weekend, Andy Plesser 917-881-8139 Julia Hand on Monday and Tuesday via cell, at 415-309-0182 or jchupick@plesser.com, aplesser@plesser.com; jhand@plesser.com 12:36 EDT

To: Night Writer who wrote (86230)	10/28/2000 7:31:25 PM
From: Eric K.	Read Replies (1) \| Respond to of 97611

Hi NightWriter-- This whole long-term reliability and stability argument is a great little line on Intel's part since there is no way for AMD to refute such a nebulous assertion, but let me ask you a simple question. How many products has Intel recalled in the last year? How many has AMD? Hint: Intel = 2 ; AMD = 0. You can repeat this exercise for any last x years period, and AMD always has a much smaller number of recalls. The reliability/stability "argument" is a FUD tactic used by the dominant, well-known player to retain market share in spite of an inferior product. I would point out that Intel has engaged in the very dubious practice of reducing the maximum thermal spec on its high-speed P3s from 80 degrees Celsius to about 60 degrees Celsius, which actually does have bad implications for long-term product reliability. Moreover, their non-functional 1.13 GHz P3 was on the market for over a month before they acknowledged it was defective and recalled it. You also might recall the i820 motherboards that were on the market for several months before being recalled due to a propensity to randomly corrupt memory. There is absolutely no basis to regretting your Athlon purchase. -Eric