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

To: jcholewa who wrote (28392)	2/13/2001 11:16:15 PM
From: milo_morai	Respond to of 275872

The corporate world is opening up to AMD right NOW!!! M.

To: jcholewa who wrote (28392)	2/13/2001 11:49:22 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

JC, I have been one of the big believers in LDT, but I am really pleasantly surprised by the press release. (Actually, a press release with a working product would beat it, but that's a separate question). The list of names is impressive: - Cisco - Sun - Microsoft - Broadcom - NVidia plus Via and ATI. All we need from the big ones is a direct support from ServerWorks (not just the parent), HP and IBM, and from the second tier, Micron, Ali, SIS, 3Com etc. Sun's endorsement seemed a little cautious, and I guess it has to do that their UltraSparc may one day compete with SledgeHammer, but I am sure for Sun, the enemy of their enemy (Intel) is their friend. Joe

To: jcholewa who wrote (28392)	2/14/2001 10:00:16 AM
From: Pravin Kamdar	Respond to of 275872

JC, I found this part very interesting: "HyperTransport technology is planned to enhance overall system performance of AMD platforms, from desktops to servers," said David W. Williams, director of Windows® Hardware Strategy at Microsoft. Curious that Microsoft didn't say, "of PC platforms". They word these statements very carefully, and I think the above wording from Microsoft could be very significant. Intel may not be getting a Hypertransport license, and I think the chances of seeing Windows on Sledge just got better. Pravin.

To: jcholewa who wrote (28392)	2/14/2001 1:00:39 PM
From: Petz	Respond to of 275872

JC, I agree with your assessment of LDT, errr, hyper-whatever. AGP was lousy technology but Intel chipsets implemented it flawlessly, giving an extra speed-grade edge over AMD. Worse than that, incompatibility problems with VIA/AGP left a bad taste in many mouths. I believe Intel will get an LDT licencse, but be kept out of the consortium. Intel products will have compatibility and/or performance problems with LDT as it evolves. (remember AGP 1X, then 2X, then 4X, with VIA/ALi=AMD always one step behind?) Petz