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

To: Pravin Kamdar who wrote (28287)	2/13/2001 12:15:31 PM
From: niceguy767	Respond to of 275872

Pravin: Yes it's one of the great market wonders that AMD with its world leading product lineup in both its world leading flash division and in its world leading microprocessor division and its highly profitable Y2000 performance can be obscured by the recurring inanities/calamities occurring in its competitor's space... Alas, I would have to think that the only ingredient required for a major runup in AMD price is a pickup in volume rate...Yesterday and so far today, AMD's volume has been eerily and uncharacteristically light...The combination of price compression (of the past week or so) and light volume have proven an explosive mixture historically!!! I can't help thinking we're verging on just such an explosion!!!

To: Pravin Kamdar who wrote (28287)	2/13/2001 1:46:26 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Here is something from John Dvorak (I am typing this so sorry about typos etc): Not mentioned by Jobs was AMD and its Athlon line, which is performing a little better than Pentium on some tests. Jobs has concern over the laggars at Motorola and their inability to keep pace with the Intel/AMD crowd. Jobs showed a slide with the newest Apple architecture, and on it was something called CoCoa. This new technology is a Java-like development language that he says will be used for creating new types of products. While Jobs's discussion didn't go into much detailabout how the technology will work, it semms as if this new system could easily output code for AMD-based Apple platform. If Apple could move off the PowerPC chips, it could rock. First, it would be a marketing plus to have clock speeds at the GHz level. More important, the move would give Apple some much needed leverage over Mircosoft. While Mac OS running on AMD chips could be made proprietary to Apple hardware, it wouldn't take much more than a fix to go after the entice spectrum of Windows users. I can't say that Apple has the gumption to pull off such a coup. We'll see. But the fact that Jobs called Mac a PC may be a clue. Joe