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

To: wanna_bmw who wrote (56119)	9/23/2001 7:55:03 PM
From: Charles Gryba	Respond to of 275872

TGPTNDR,wanna_bmw, I agree with wanna_bmw. Our systems guy thought AMD went out of business a while ago when I mentioned the Athlon ( we only buy Dell systems ). Our CIO owns an Athlon at home but he won't consider it for work. All of those guys saw the results from our tests and they were shocked but still they won't consider the Athlon until a tier-1 manufacturer makes a business SKU. I am very disappointed because we were trying to speed up this reporting system and we have two choices. 1-2 months of retooling the software to use a different print engine OR going yo Athlon based servers and get a 50-70% speed increase immediately. Sad, really. Constantine p.s. Wanna_bmw, I think the hammer will be a very good cpu following in the footsteps of the Athlon. I think that the reason AMD pushed it back a bit is to address the clock speed advantage of the P4 and they may have had to do some tricks to clock it higher. Personally I will use and recommend Athlon cpus until something better comes along or when the P4 has a Ghz or more clock speed advantage to make up for its shortcomings.

To: wanna_bmw who wrote (56119)	9/24/2001 2:47:40 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Wanna, Re: <just what makes you so certain of this?> You convinced me! I was wrong. PIV is going to be great for the commercial space in general. (Actually, when I was thinking commercial space in general I was thinking the kinds of STUFF I'm invloved in, database serving and large executable construction.) The vast usage in commercial space is Word, Excel, and that program that makes slide shows. The PIV should be fine there. Anything should be fine there. Why INTC'd swap the PIII for the PIV is beyond me, but then lots of things INTC does are. Re: <SETI, SUPERPI, and SciMark.> You mean these aren't real world business applications? Geez, & here I asked my boss for a new computer 'cause the old one didn't run SETI as quickly as my home PC. No wonder he looked a little unhappy. Re: <And why do you consider the Pentium 4 already obsolete? > I think the CPU design world is heading to a two year recycle time. I think I posted to you on that subject ~ 3 weeks ago, but it may have been to Elmer. The world of CPU design is accelerating, IMO, but the move to 64bit CISC looks to be much harder than INTC/HP anticipated. I would guess that in a year or so we'll know who's view of reality was correct. Re: <Just what do you expect out of the stock, TGPTNDR? Are you just here to short Intel, or do you think that AMD has a future?> I'm short INTC and long AMD. I'm Longer AMD than I am short INTC, by a lot, but most of that just happened last Monday. I keep seeing INTC make decisions that I think are foolish. I worked for an organization like that once. They did stupid things because they could. They were in a position of power and thought they could do anything. Eventually, the company dismembered the organization. If INTC doesn't start acting wisely I think the market may dismember it. But not this year. It's almost time to cover. Buy for Thanksgiving and sell for Easter. The analysts are paid to generate traffic. There's no time easier than the turn of the year to do that. We'll soon start hearing how good things are going to be -- just as soon as we get that pesky bin Ladin -- with the implication that we'll have him bagged by next September. I won't buy INTC, Price/Sales (ttm)5.34 -- I just don't do things like that, but I do expect to cover. Enough for now, tgptndr