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

To: Goutam who wrote (16830)	10/30/2000 6:56:40 PM
From: dougSF30	Respond to of 275872

goutama, Ah! That's a much better interpretation of that 'limited upgrade' line. They really mean 'limited configuration enhancement/changes' under this interp. I was concerned there was something odd about the motherboards used that would limit future, post-sale upgrades by the user... I guess that makes little sense, in retrospect. Doug

To: Goutam who wrote (16830)	10/30/2000 7:47:45 PM
From: Joe NYC	Respond to of 275872

goutama I guess the lack of W2k may have something to do with some problems that testers encountered with the ATA-100 drivers. It shouldn't be the problem with motherboards that have Via southbridge. Joe

To: Goutam who wrote (16830)	10/30/2000 7:49:04 PM
From: Maverick	Respond to of 275872

ML:supply healthy for AMD’s MP,even for newly released; demand is good, will sell out of both low and high end in Q4 Excerpts from ML 10/30/00 MPU Update: • After several weeks of small declines in the grey market, prices for Intel (INTC; $44.06; B-2-2-7) products fell as much as 15% since last week. We saw the greatest declines for the higher clocked products - 850-933MHz. We believe that anticipation for price cuts is driving these declines. We expect Intel to cut listed prices in the upcoming weeks to narrow the large premium of its products over Advanced Micro Devices’(AMD; $20.19; C-2-1-9); Intel’s list prices are currently at an average 176% premium over comparable AMD products. • Most prices for AMD’s high and low end products declined between 2-6% since last week. The price change is more moderate compared to the trend in past few weeks, when AMD cut prices and released new products. We believe that supply is healthy for AMD’s processors, even for newly released products. Our checks indicate that demand is also good and the company will again sell out of both low and high end products for the fourth quarter.