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

To: Buckwheat who wrote (20674)	11/27/2000 1:10:19 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Buckwheat: "The best news we could get is that AMD has done something to reduce and control its greatest risk (INADEQUATE AND UNTIMELY INFRASTRUCTURE SUPPORT). Wonder how much a SIS or ServerWorks type company would cost them? I think SIS actually has some in-house fabrication capability too." Not too sure. Products of their partnering efforts over the past year in much more dire circumstances than those being experienced by AMD today seem to be surfacing...One year ago AMD was producing 800,000 Athys per quarter compared to the current rate of about 6 to 8 million...Ironically, just when it all seems to be coming together, is when AMD seems to be taking it on the chin...Their very positive partnering accomplishments over the past year point to a price $20 above $40, not $20 below...

To: Buckwheat who wrote (20674)	11/27/2000 4:12:16 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Buckweat, The best news we could get is that AMD has done something to reduce and control its greatest risk ... The problem with this would be that it goes against AMD's "virtual gorilla" strategy. And I honestly think it would be a bad idea. Did you see what happened to 3dfx when they tried to cut out the middleman? -fyo

To: Buckwheat who wrote (20674)	11/27/2000 6:20:59 PM
From: Charles R	Respond to of 275872

<The best news we could get is that AMD has done something to reduce and control its greatest risk (INADEQUATE AND UNTIMELY INFRASTRUCTURE SUPPORT). > Agreed. Unfortunately the DDR platforms are running behind by all indications and there will be no meaningful volume until Q1. I would tie the wide availability of DDR platform to 1.33G launch - unless it is paper launched without any OEM systems availability (as possible response to P4 1.6G). <Wonder how much a SIS or ServerWorks type company would cost them? I think SIS actually has some in-house fabrication capability too.> What AMD needs is a couple of reliable low-cost graphics core integrated chipsets for desktop and laptop markets - once that happens there is no need for AMD to be buying anyone (I say couple because there needs to be competition and there cannot be any single source problems). It is lot more cheaper to license a graphics core for integrated northbridge solutions for the future.