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

To: Paul Engel who wrote (58315)	10/11/2001 12:30:20 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

Seems to me Intel is making most all their profits selling CPUs...all that other stuff is tenuous, no? Jim

To: Paul Engel who wrote (58315)	10/11/2001 12:44:31 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"5. What is AMD's product offering in the 128 Megabit and 256 MegaBit flash memory?" AMD recently introduced its first 3.0 Volt 128 Mbit density Flash memory (Am29LV652). This product consists of two 64 Mbit devices combined in a single package. Other 128 Mbit Flash memories will be introduced in the future, both in monolithic and stacked die configurations. The Am29LV652 is available in an FBGA package. The AMD Flash portfolio is expected to also include a 256 Mbit Flash device by the end of 2002. AMD is committed to offering high density devices with the excellent performance, reliability, and service that customers expect from AMD. 1. What is Intel's flash offering with 1 million erase cycles? 2. What is Intel's flash offering with zero-power operation? 3. What is Intel's flash offering that can be read while programming or erasing with no latency? 4. What is Intel's flash offering that is packaged with SRAM in a multi-chip module? Or is all that Intel have is that low quality flash they have pushing for a while...?

To: Paul Engel who wrote (58315)	10/11/2001 3:16:04 PM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

Paul, > 1. What is AMD's CPU offering for four-way and 8-way 32 bit server platforms? 2. What is AMD's offering for low power ultra-light notebooks? 3. What is AMD's offering for hand held PDAs ? 4. What is AMD's offering in the 64 bit CPU Server market segment ? 5. What is AMD's product offering in the 128 Megabit and 256 MegaBit flash memory? 6. What is AMD's offering in the 1 Gigabit Ethernet chip segment? 7. What are AMD's product offerings in wireless communications? 8. What are AMD's product offerings in Network Control Processors? 0 for 8. Not exactly Mr. October. Tony

To: Paul Engel who wrote (58315)	10/11/2001 7:24:50 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Paul: ":AMD's product lineup is second to none including INTC..." You're right...I should have specified rather than assumed "in the markets in which they have chosen to compete." You see Paul, as mentioned many times before, AMD just keeps expanding its markets and seem to be gaining momentum as they go forward...First it was the high end of the consumer space, now its the mobile, server and workstation spaces...Unless INTC can put a roadblock in front of AMD (the P4 certainly isn't that), AMD is likely to be as successful over the next 2 years with its foray into the mobile, server and workstation spaces as AMD has been in the past 2 years in the consumer space...INTC is no longer the formidable opponent that it was 2 years ago...AMD's Athy, with its superlative architecture, has rendered INTC vulnerable for the first time in INTC's history...INTC better have something other than the P4 to protect its turf going forward, or AMD's market share gains of the past 2 years might prove tiny compared to AMD's market share gains going forward...Never has INTC been subjected to such relentess pressure by a competitor and INTC's P4 response is just not the durable shield required to protect its turf...