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

To: Road Walker who wrote (58984)	10/17/2001 10:34:54 PM
From: Joe NYC	Respond to of 275872

John, Give me a break... AMD's model hurtz is the joke of the industry. Ha ha ha

To: Road Walker who wrote (58984)	10/17/2001 11:11:48 PM
From: eCo	Respond to of 275872

John:Give me a break... AMD's model hurtz is the joke of the industry. Not hardly. That's just a nervous titter you're hearing from Intel and associated Remora-like businesses. :) Granted, that's a large segment of the industry. eCo

To: Road Walker who wrote (58984)	10/17/2001 11:22:46 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

*Re: AMD's model hurtz is the joke of the industry..* If it's a joke, then AMD's is who's laughing. I was at a Best Buy today(looking for a new Cell phone), and I took a walk over to the computer section. There wasn't much traffic in the store, except for what was literally a small crowd around an Athlon 1800+ The word seems to be getting out on what is the fastest machine available today. Nobody was looking at any P4s. Half the notebooks were Athlons and Durons. AMD was hurt by the 1 quarter delay of Palomino. The delay is over. The transition from 30watt PIIIs to 60watt P4s or Athlons in business machines has begun. Intel can no longer sell $200 PIIIs to ignorant corporate buyers while selling $125 P4s to consumers. They either have to raise consumer prices or lower corporate prices. The result will either be AMD enjoying a pricing umbrella, or Intel seeing red ink that will take the stock price to 15 times GAAP earnings. Intel's big advantage in power consumption, which translated itself into smaller and quieter systems is now ending - going forward, it's actually AMD that has a small advantage.

To: Road Walker who wrote (58984)	10/18/2001 1:00:12 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"MHz has sold since the first days of the PC, it's pretty sad that you think that you invented the concept. It took you years to figure it out. Everybody else knew it from day one." Oh sure John, Like I invented it...Sure. I just trademarked it. <G> For such a simple concept, it seemed to pass the techies right by until recently. A marketing guy like you should have figured it out years ago...can't believe you didn't. RE:" get that AMD isn't selling that microprocessor. It's not real complicated. You don't want to classify it as a microprocessor because AMD isn't the vendor." That's stupid logic. I said nothing of the sort. My only point was that without X_box chips Intel wouldn't have gained the statistically insignificant .8% they claim in market share. No if you want to throw in all the PS1, PS2, Nintendo, hand held, Calculator chips you'll look even more like a fool. Intels first microprocessor was a calculator chip...what the heck, might as well include those calculator chips...