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

To: fyodor_ who wrote (38966)	5/10/2001 6:16:30 PM
From: combjelly	Respond to of 275872

"Personally, I think odds are good that Intel know exactly what Palomino has to offer" I dunno about that. Have you ever wondered what the terms of AMD's NDAs are? The mobile Palominos are supposed to be introduced Monday (not Tuesday like we thought this morning) and the server Palominos in another couple of weeks. And we don't know squat about them. What we do "know" about them have holes big enough to fly oil tankers through, sideways. Where are the leaks? Where are the Pikachu's flogging systems they got from their brother-in-laws on e-Bay? All we get are rumors that often are mutually exclusive. This has really got to annoy Mike Magee...

To: fyodor_ who wrote (38966)	5/10/2001 6:26:31 PM
From: Joe NYC	Respond to of 275872

Fyo, However, I basically agree with you - I'm just trying to convey how I think Jerry's line of reasoning goes: Share valuation isn't really a priority with him - as long as he can do what's best for the company (in his mind), AMD's market cap will reflect that at some point. I wasn't talking just about the share prices, but the company's business in general. In particular, AMD's relations with developers would be helped. Suppose you start a project to be completed in 1.5 to 2 years. You would want to know what the mainstream processor will be at that time, what the highest performing processor, installed base, what features will be present, one of them being SSE. If the developer knew that all the processors to be sold in this timeframe will have SSE, the developer could decide to take advantage of it. But if only 3/4 of the new processors being sold in 1.5 years will have it, it maynot be a good idea to make it a standard feature of the application, or bother with it at all. Now, there is some value in not revealing 1.5 years ago that Mustang processors will support SSE (because this would have quickened the introduction of SSE faster than AMD wants it, but at this point keeping the developers in the dark has a negative value if they end up feeling mislead. Joe