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

To: Goutam who wrote (19052)	11/14/2000 5:30:11 PM
From: Charles R	Respond to of 275872

Goutama, <. It allows them to cut down overall power consumption from CPU + external 760 combination, and eliminate the use of a good number of external passive components. For desktops, they can even increase the bus interface MHZ between the CPU segment, and the chipset segment - no?> Yup! Here are the major advantages that I see: - Cost - eliminates Northbridge - Power - lower power because there are fewer I/Os switching and becasue a little bit of logic will be knocked off and because northbridge will be on a more aggressive process - Performance - possibly 5% or greater gain - Independence - reduces dependency on third parties and most importantly This would put infrastructure in place for Hammer family (assuming Hammer family has integrated Northbridge). If AMD can put infrastructure for Integrated Northbridge solution in 2001, then ramping Hammer becomes much easier. Trying to enable new chipsets and processors in Q4 2001 could take for ever and it may take AMD all of 2002 to ramp the new processors. Chuck

To: Goutam who wrote (19052)	11/17/2000 1:11:15 PM
From: tejek	Read Replies (2) \| Respond to of 275872

Goutama, I haven't had time to read the mod thread this week so I am not sure if this has been posted but Edelstone's comments as reported in TSC pretty much affirm what you and Petz have said re Intel and its investment portfolio. And of course the mod thread heard it first...do you think Edelstone reads the thread? <g> ____________________________________________________________ Intel's Not-Quite Negative Growth I caught up the other day with Mark Edelstone, the Morgan Stanley Dean Witter analyst who forecasts Intel (INTC:Nasdaq - news - boards) will earn less next year than in 2000, on a per-share basis. (The rest of the Street still shows a 3% increase in 2001 earnings per share.) Edelstone points out that the situation isn't quite as dire as it appears because an extraordinary gain on the sale of shares of Micron (MU:NYSE - news - boards) in 2000 will make 2001 a "tough compare." The fact remains, says Edelstone, that Intel faces the risk of eroding gross margins during the year because of competition and a product transition.