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

To: Paul Engel who wrote (38776)	5/9/2001 10:32:14 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Paul: We'll see how much you laugh when the PaloMeatHead 4 (the Mobile Phony !!! ) is launched - and what OEM's sign on to sell it in corporate lines. If you don't mind a serious comment on my part&#133 The "problem" with AMD chips today, esp. in the high end of the frequency spectrum, is that they are&#133 hot. So hot in fact, that they obliterate themselves in seconds, if you haven't installed the HS (properly). The P4 would have the same problem, if not for the much talked-about clock throttling mechanism. This is where it gets interesting: The Palomino will feature an "on-die" thermistor, allowing AMD to do a "safe shut down" of some kind, if the CPU temperature gets too high. This simply isn't possible with current Athlons (and PIIIs, I would assume - although since they don't run nearly as hot, it shouldn't be as much of a problem). -fyo

To: Paul Engel who wrote (38776)	5/9/2001 10:45:15 PM
From: Bill Jackson	Read Replies (2) \| Respond to of 275872

Paul, I see you start with tne names again? Will you ever learn? Apparently not. Bill

To: Paul Engel who wrote (38776)	5/10/2001 7:23:19 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Paul: "So far, what this fellow wrote is dead-nuts on - but your blind obsession keeps your from having any grasp of reality. " Cold hard reality to me is "eps progression" both relative and absolute...and the current cold hard reality for me is Q1 INTC eps = $0.07 (with very real prospects of red ink in Q2) and AMD Q1 eps of $0.37 (with zero chance of red ink in Q2)...Going forward, by extrapolation on recent financials, the eps gap can only widen in AMD's favour for the rest of Y2001 and probably for the foreseeable future...INTC has taken its best shot with its P4, and its P4, by almost all accounts, is a weak competitor, some have even referred to it as a "dud"...The days of INTC/motherhood association in the eyes of the corporate world are, in all likelihood, fast drawing to a close as it looks like the latest "begotten", the P4, of INTC is not only not a saviour for the microprocessor sector, but in fact, a major flop...Awfully tough job, even for INTC/motherhood to pick itself up off the mat in the face of such an embarrassment as the "dud" has so far shown itself to be!!!