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

To: Paul Engel who wrote (42761)	6/5/2001 4:09:53 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Paul, "preparing for a late fourth quarter [Northwood]launch" Too late for Xmas. And note this: In a new show of independence, the Taiwan motherboard firms at Computex were displaying Intel and archrival Advanced Micro Devices boards next to each other. Several years, ago fearful of Intel retaliation if they sold AMD boards, the major Taiwan vendors formed separate subsidiaries to sell AMD boards. Ivan Ho, ASUStek president, told EBN that his firm in another three months will be shipping AMD Athlon 4 boards with the new Nvidia nForce integrated graphics processor-core logic chipset. “The timing depends on the availability of the Nvidia chipset,” he added. Asked about concern of some analysts that the Nvidia chipset might be priced too high, Ho said he believed “it will be competitive. Otherwise it won't sell.”

To: Paul Engel who wrote (42761)	6/5/2001 4:30:32 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

Article said... RE:"In a new show of independence, the Taiwan motherboard firms at Computex were displaying Intel and archrival Advanced Micro Devices boards next to each other. Several years, ago fearful of Intel retaliation if they sold AMD boards, the major Taiwan vendors formed separate subsidiaries to sell AMD boards" Really, thought ASUS stopping shipping Athlon motherboards in brown paperbags a year and a half ago. --- When you think about it Paul, Intel HAD to get to .13u ASAP... Q4 01 or Q1 02 is right on time for .13u P4 isn't it? Nothing new there... Jim