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

To: Pravin Kamdar who wrote (19045)	11/14/2000 2:12:40 PM
From: Maverick	Respond to of 275872

MSFT bullish on PC:sees huge potential for PC growth, exploit Web technology cnnfn.cnn.com Gates defends the PC Microsoft chairman defends PC as alternative devices take center stage cnnfn.cnn.com

To: Pravin Kamdar who wrote (19045)	11/14/2000 2:18:28 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Pravin, <I like the last line of the Aussie review: But at the moment the new CPU just isn't much faster than established alternatives, and it's awfully expensive.> I like the same line too! The P4 SpecFP and Quake look good because of SSE2 optimizations and high speed FSB/RDRAM. Otherwise P4 underperforms in most normal applications. (even for FP Palomino is rumored to provide substantial jump) AMD sales force should be able to show why Athlon is a much better business computer than P4 and capture some business SKUs. There is very nice window of opportunity until Q3 for AMD to drive home that point but the track record so far has so appalling that we can only wait and watch if that actually happens. Chuck