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

To: Dan3 who wrote (23572)	12/30/2000 10:13:39 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Dan, Some people apparently got their IWill Ali based DDR boards. Here are some posts on AMD Zone BBS: amdzone.com Apparently, this vendor: advanceddesignky.com has them in stock. $169 regular, $189 for RAID versions. They have PC-2100 memory in stock as well for $170. Joe PS: No 133 MHz CPU's in stock. I guess you have to do the "pencil trick" and lower multiplier to get 133 MHz FSB

To: Dan3 who wrote (23572)	12/30/2000 10:20:30 PM
From: jeff_boyd___	Read Replies (2) \| Respond to of 275872

"Intel's Financial Hit" Intel will hurt badly but even the very worst case scenario that you describe could be absorbed by Intel for a number of years. They have $14 billion in cash and earned almost $12 billion (b/4 taxes) through the first three quarters of the current year. Yes I know a good chunk of that is investment gains, but the point is that if they want to drive AMD into the ground they can. They should run into anti-trust problems if they are willing to operate at breakeven and even the most die hard Intel loyalist doesn't want Intel to go to breakeven point. I think anti-trust laws and Intel's willingness to take a hit are the two considerations; not their ability because they clearly can do it if they want. Hope this makes sense and isn't too "off the wall." Regards, Jeff