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

To: Pravin Kamdar who wrote (16555)	10/29/2000 2:29:56 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"I'm not sure what the importance is of all these posts about what the actual P4 delay was or was not, and who was right and who was lying. What is important is that P4 will soon be a reality." True and I apologize for asking so many questions. OTOH, P4 has been launched since the end of Q2 as far as it's phantom effect on AMD is concerned. Maybe when we finally see it it will lift the shroud of mystery and AMD will get some stock price relief... Jim

To: Pravin Kamdar who wrote (16555)	10/29/2000 5:07:52 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Pravin, <However, I'm not yet convinced that AMD will be able to decrease power on the mobile Athlon enough necessary to compete against Intels excellent mobile product line.> With Mustang core, the problem for AMD is not power consumption. The problem I see potentially cropping up is that of infrastucture. By making 815 based mobile chipset, Intel is driving integrated graphics as the de-facto standard for laptops (low-end and mainstream, since one does not need highend graphics in most laptops). AMD needs to ensure that there is good availability of chipsets with integrated graphics. Chuck