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

To: fyodor_ who wrote (18347)	11/9/2000 1:19:10 PM
From: kash johal	Read Replies (3) \| Respond to of 275872

Fyo, I notice that u picked upon dirks statemements too. 1.5Ghz Palomino by end of Q2 for production. Also stated that 1.2Ghz with DDR exceeds 1.5Ghz PIV. Not good news IMHO. Wonder what happened to 1.5Ghz in q1 to compete with PIV's. I see a PR rating from AMD soon. regards, Kash

To: fyodor_ who wrote (18347)	11/9/2000 1:21:42 PM
From: rsi_boy	Read Replies (1) \| Respond to of 275872

Process news: excellent (best I can interpret) Flash news: very good hammer news: excellent Athlon news: yikes! ASP flat, 1.5 late, SMP late, but marketshare and infrastructure improving I'm a bit worried, is the combined news strong enough to warrant upgrades? T.

To: fyodor_ who wrote (18347)	11/9/2000 1:35:07 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

fyodor: Thanks for the overview...Doesn't sound at all to me like AMD is expecting negative revenue growth and negative earnings in Y2001 as would seem to be factored into its existing price of $21...On the contrary, sounds very positive, particualarly in a relative sense, on all fronts...As a short term relative indicator, I especially like the comment around comparative Athy/P4 performance whereby it is speculated that a 1.2 gig Athy will outperform a 1.5 P4...