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

To: AK2004 who wrote (62310)	11/5/2001 10:51:44 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: "Broker sources told us parts from certain suppliers (some AMD configurations were mentioned several times) are definitely available in greater quantities on the open market than other manufacturers. As such, the consensus among market players is that prices on those parts could see some pressure in coming weeks." Hmm.............

To: AK2004 who wrote (62310)	11/6/2001 1:03:00 AM
From: Petz	Respond to of 275872

(duplicate)

To: AK2004 who wrote (62310)	11/6/2001 1:04:20 AM
From: Petz	Read Replies (1) \| Respond to of 275872

From what planet did Jonathan Joseph write this on Nov. 5?: We had expected a 2.2GHz Willamette (0.18-micron) to be introduced last week with the price cuts, but that it was pushed out because Intel already has enough of a speed lead against AMD's Athlon. Why rush the market? Why rush the market? Every review out there says the XP 1900+ is faster than Intel's best. Intel has no SPEED lead, they only have a MHZ lead. So he expected the 2.2GHz Willy in October?? Everyone else says this will happen just in time to miss Chrismas. and then, about the Athlon XP1900+ he said: We expect AMD (AMD-$12, 1S) to release its new Athlon XP 1900+ processor in the next few weeks [It was released already before anyone read this research note!] PS - I liked the part about AMD "ramping production" of 0.13u in Dresden. Petz