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

To: that_crazy_doug who wrote (33781)	3/27/2001 4:49:20 PM
From: kash johal	Read Replies (2) \| Respond to of 275872

crazy doug, I dont disagree with you too much. AMD's execution has been terrible. The saving grace is that Intels has been worse. The palomino when it finally comes will help AMD re-enter the mobile space. The big loss is the opportunity cost of course. With Palomino in Q4 of last year, they could have been dominating the laptop space by now. And frankly with the stock trading at PE of 20 or so it is less of a bargain than a year or two ago. regards, Kash

To: that_crazy_doug who wrote (33781)	3/27/2001 5:12:45 PM
From: Neil Booth	Read Replies (2) \| Respond to of 275872

TCD, Isn't it obvious to anyone but me? They're putting all their energies into the Hammers. It's the best use of the breathing room they've got. Neil.

To: that_crazy_doug who wrote (33781)	3/27/2001 6:07:36 PM
From: Petz	Respond to of 275872

crazydoug, In the past year, we've only seen a 33% increase in operating frequency, You keep repeating this and you are wrong. The 1 Gig Athlon last March was not widely available until May, so the 33% number is wrong right off the bat. Realistically, 900 MHz was at the same volume availability a year ago as 1.33 GHz is today. That's a ratio of 1.48, considerably above Grove's Law. (Grove law says that performance, not clock frequency will double every other year. To do that it only needs to increase 41%) And, I think I should remind you that the 512K Athlon of yesteryear cost about twice as much to make as today's 1.33 GHz Athlon, and its IPC was lower also. Petz