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

To: Dan3 who wrote (56073)	9/22/2001 10:06:17 PM
From: Tenchusatsu	Respond to of 275872

Ahhhh, a return back to normalcy. AMD vs. Intel, where the only wars fought are price wars (save the occasional legal battle or two), and the average American actually benefits from such "wars." Tenchusatsu

To: Dan3 who wrote (56073)	9/22/2001 10:06:25 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

I read somewhere that Athlon 1.6 Ghz was due Oct 12...anyone know about this?

To: Dan3 who wrote (56073)	9/22/2001 10:14:56 PM
From: burn2learn	Read Replies (4) \| Respond to of 275872

OT, just looking for for advice. I currently make ~ 100,000 / year on an average 60 workweek with little options. Considering the market would you trade this position for a job that pays half but grants a 1-4000 options in a large blue chip tech company. The new position would also grant options every year at review time based on performance. I see many friends with worthless options and just getting by on their income, while I continue to coast in this environment. I currently buy stock on a monthly basis with my extra income. The new position could lead to an increased option opportunity based on advances in position. BTW I'm still young

To: Dan3 who wrote (56073)	9/22/2001 10:37:37 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Dan, Re: "I gave no credence to K8's delay being anything but K8 not being ready. And if you fell for Intel's line that it sat on 900MHZ Xeons "only because their customers asked them to", even after they had to recall the chips that they finally shipped many months later..." Not the 900MHz Xeon, Dan. The logical next step after 700MHz was 800MHz, and Intel had the capability to launch this months ago. But they waited for 900MHz to better match their customer's needs. This is exactly what they are doing with the current Xeon. "AMD had a marketing problem, which is being corrected with the Athlon XP being marked to reflect its performance." Do you really think that masking megahertz in favor of model numbers is going to be the cure-all for AMD's marketing troubles? "Intel, on the other hand, has a performance problem that cannot be corrected by anything less than a new core." At IDF, Intel demonstrated a 30% performance increase in a popular rendering program by using Hyperthreading. Rendering has traditionally been Intel's weakness, but Hyperthreading will take it up and past the performance of the Athlon. It can also conceivably add performance to many other kinds of applications. And this is all without a new core. "Why are you rejecting the reality that Motorola is seeing an extraordinary improvement in performance and power consumption as it moves to SOI?" First of all, I said nothing about power consumption. Second, I said nothing about performance. Third, my only comment was debunking your theory that SOI gave Motorola 4x the frequency in their new G5 chip. The very concept that it could have been the leading factor is ridiculous. The G5 has a longer pipeline, it's a brand new design, and even the G4 with such enhancements got a lot farther than 400MHz. But to put it another way, consider this. Despite having the same pipeline depth as the Athlon, and having the benefit of a brand new design, the .13u SOI G5 is only setting its sights for 1.6GHz, a speed that AMD will likely get with their .18u non-SOI Athlon. They are different cores, yes, but obviously SOI is not giving the benefit that people thought it would. "Intel can execute flawlessly and still be stuck with a white elephant useless to 99% of its customer base. The parallels to the Rambus strategic boondoggle are striking." I still have no idea what you're talking about. Excuse the expression (which I hate), but this seems like nothing more than overly hopeful AMDroid drivel. wanna_bmw