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

To: kash johal who wrote (39687)	5/14/2001 6:39:41 PM
From: eCo	Read Replies (2) \| Respond to of 275872

Kash, " Bin splits at 1.33Ghz must not be too good." This is not consistent with the numerous reports in hardware forums of 1 GHz AXIA's getting to 1.4 GHz at stock voltage. eCo

To: kash johal who wrote (39687)	5/14/2001 6:44:18 PM
From: Win Smith	Read Replies (1) \| Respond to of 275872

Kash, there is no shortage of 1.3/200 Athlons. I think the 1.33/266 situation is most likely a temporary allocation issue.

To: kash johal who wrote (39687)	5/14/2001 7:12:35 PM
From: Joe NYC	Respond to of 275872

Kash, The Athlon at 0.18 is coming to an end. Lord knows where AMD's 0.13 product stands!! Thunderbird had a great run, and there was a potential for Palomino to take over and build on it, but that potential is in question now, even more than before today's launch. After 6 months of delays, we get a questionable launch with 1.5 vendor, no benchmarks no specs, and more question about the desktop. The goose that laid all the golden eggs (desktop processors) has been put on the lowest priority, and longest delays. Let me guess the effect on Q2: no significant penetration in new segments combined with a loss of market share in the strongest desktop segment. Joe

To: kash johal who wrote (39687)	5/14/2001 8:45:25 PM
From: Dan3	Respond to of 275872

Re: The Athlon at 0.18 is coming to an end. Lord knows where AMD's 0.13 product stands!! There is barely any price delta between the 1.33 and the 1.2, and even the 1.2s routinely overclock to 1.4 to 1.6. If Athlon weren't scaling nicely, the price structure would be different. I haven't felt as optimistic about AMD as I do now for quite a while. I watched quite a bit of the HSN promotion of the new notebooks during the several sessions they had Saturday, and I saw them really hammer on those things on live TV. The chipset, sound, and video drivers must be rock solid - and the hardware even better. I've seen quite a few version 1.0 notebooks over the years, and I don't think any of those systems would have tolerated the screwing around done by the HSN Hosts as they clicked on everything on the screen looking for stuff to demo on the new systems. They often had a DVD movie running in the background while they messed around on the Internet or used powerpoint or some other i/o contending graphic application to show off the system at the same time. It never even slowed down, much less locked up or crashed. Very, very, impressive. Intel must be devastated. Those things are ready for prime-time, and the 1GHZ model really runs at 1GHZ. And they kept crowing about how the internal battery will last long enough to view a full DVD movie. We have a number of staff who fly back and forth to Europe fairly often, and (sad as this sounds to us technophiles) that is pretty much their sole criteria for a notebook. And pretty much everything out there now requires that an optional second battery be dragged along and fully charged to see a whole movie. That Compaq/Athlon4 notebook has what it takes to be very successful in the marketplace. It's no wonder Paul was so frantic last week. :-) Dan