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

To: Bilow who wrote (17603)	11/3/2000 11:40:22 PM
From: AK2004	Respond to of 275872

Tony, Carl, All Just heard bloomberg audio where Needham said that semi probably at the bottom short of few events that rumored on the Street and one of them is intel lowering guidance. Needhams largest position is in amd. Regards -Albert

To: Bilow who wrote (17603)	11/4/2000 12:38:10 AM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Carl, >. As to what kind of a glitch, who knows, but there is no way in hell they are going to be able to fix it with a capacitor. Carl, I was being facetious, but only partially, because an "external circuit to filter out the glitch" sure sounds like something more in the RLC world than in the digital world. The author probably doesn't know what he's talking about. To resolve this, motherboard manufacturers will have to integrate an external circuit to filter out the glitch. Then, you said: If it were a problem of this sort, that would also explain why the sample boards didn't have problems. This sort of timing issue only show up when you put things into production. All in all, the sort of thing that the chip makers keep secret, and nobody gives a dang about most of the time. Why is that? Don't they use timing analysis programs? In addition, they should have built and characterized enough prototypes, engineering models, pilots, whatever they call pre-production units to catch it. Sounds like AMD's consecutive game hitting streak just came to an end. Tony