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To: Scumbria who wrote (129828)	3/12/2001 1:16:10 PM
From: Bob Kim	Read Replies (1) \| Respond to of 186894

How about those IBM dual-Athlon machines? Following Osha's logic from last week's WSJ, this news should be a negative for AMD. "Analyst Joe Osha at Merrill Lynch & Co. said AMD is a more attractive investment than Intel this year because AMD is focused on the consumer and low-end markets, which are doing well, especially in Asia. And AMD's failure to make inroads into the more lucrative server markets and U.S. corporate PCs is actually helping it now that demand in those markets is falling off."

To: Scumbria who wrote (129828)	3/12/2001 1:28:40 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Scumbria, <The AMD roadmap sounds pretty much like Dirk described in June, 1999.> You're wrong. Whatever happened to: 1) 8-way SMP 2) Mustang 3) 8M L2 caches (AMDroids were drooling over this possibility, not realizing it was just a neato Powerpoint filler) 4) Brand names: Athlon Ultra, Athlon Select, Athlon Professional 5) RISC-like FPU in K8 (as opposed to cloning SSE2) IIRC, all these were things that AMD all but promised back in 1999, but fell off the roadmap during the course of 2000. <How about those IBM dual-Athlon machines?> Sounds like an excellent design win for AMD. I expected a few non-Tier 1 OEM wins, but the rumor of the IBM win this early took me by surprise. Too bad the price of AMD stock still hasn't reflected the rumor. Tenchusatsu