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

To: kash johal who wrote (45151)	6/26/2001 12:00:32 AM
From: heatsinker2	Respond to of 275872

Kash- I ain't worried. For the next 6-9 months, AMD has a respectable lineup. They will gain marketshare in laptops. Desktops are solid, with strength in the lower to midrange. Heck, they will probably even sell a few hundred of those Athlon MP's (mostly to Milo and his relatives). So short term is fine. Long term, who knows? Six months from now things will be different. Maybe better, maybe worse, pretty hard to say at this point. But every day that goes by, AMD gets a stronger reputation and a bigger bank account. They're doing fine. This is tech stock investing, it's risky. But AMD looks ok to me.

To: kash johal who wrote (45151)	6/26/2001 12:45:16 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Kash, what kinda stuff you smokin'? I'd like some. How does this news help INTC earnings? It doesn't affect INTC earnings for 24 months. And then how many Itanic CPU's do you think will sell per quarter? This isn't a high volume product? I'd rather see Hammer in Dual workstations and 4 way servers as AMD will sell ALLOT more. I think your statement is about 24 months too early. Time to buy Intel methinks. I don't believe Palomino isn't scaling well.. I think AMD is trying not to confuse consumers like Intel is with all it's phantom product launches. Palomino will come when it's necessary. Today the demand for CPU's in general is low, so why waste a good launch? M.

To: kash johal who wrote (45151)	6/26/2001 12:50:31 AM
From: Dan3	Respond to of 275872

Re: a terrible day for AMD longs. CPQ is No 1 server guy - they are now solidly Intel-64. You mean you'd been expecting Compaq to switch their enterprise servers over to AMD next year? This has very little direct effect on AMD hardware. The loss of Compaq's compiler support is bad, but this move makes Intel's strategy clearer and could motivate Microsoft to work harder on compiler support for AMD. Intel's profits are highest if boxes ship with Linux and applixware, Microsoft knows it, and Intel has long been a strong supporter of the whole Linux / open software effort. AMD sells desktops, notebooks, and small servers. Alpha was an enterprise box market that wasn't being targeted by AMD. Intel's management already has more than it can handle (resulting in brilliant management decisions like their Rambus contracts and strategy) and this acquisition will just confuse Intel management a little more. The benchmark numbers coming from AthlonMP reviews are breathtaking - between the chip and the point to point architecture (which Intel may have figured out it needs, hence the Alpha purchase) AthlonMP at 1.2 is meaningfully faster than Xeon at 1.7. Intel has suddenly put Tualatin 1.5GHZ parts on their roadmap for next year making it appear that the P4 is running out of steam - just as Scumbria predicted it might. Intel has roadmaps and glorious new partnerships - AMD has shipping parts it isn't afraid to see benchmarked by independent reviewers. Look at what has been happening for the past year and a half, Intel keeps shipping great powerpoint presentations and mediocre products, while AMD ships great products and mediocre powerpoint presentations. Slowly but surely, the products are gaining ground against the presentations. Regards, Dan

To: kash johal who wrote (45151)	6/26/2001 4:22:25 AM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

CPQ is No 1 server guy - they are now solidly Intel-64. HP is Itanium developer and so solidly with Intel -64. Dell is fastest growing server guy - and solidly Intel -64. From what I have heard there are just a few IA64 chips selling in Japan. How on earth does that equate to any of these major manufactureres being "solidly IA64". Sure, they will play in the IA64 space to keep Intel happy, but their revenue comes from their other servers. A box has to have software as well as hardware. IA64 has been crippled since its misconception and should have been put out of its misery long since.