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

To: Dan3 who wrote (63024)	11/8/2001 3:24:27 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

Dan no need to defend yourself, only Tony takes Paul seriously Regards -Albert

To: Dan3 who wrote (63024)	11/8/2001 4:00:18 PM
From: bacchus_ii	Respond to of 275872

AMD bought Intel .... Shares of Intel (AMD: up $0.80 to $14.32, Research, Estimates), the world's largest supplier of PC microprocessors, were among the most active. money.cnn.com Gottfried :-)

To: Dan3 who wrote (63024)	11/8/2001 10:05:17 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "your reading comprehension is dwarfed by that of the average gerbil. I posted that AMD would have shipped 10's of millions by early 2003 - to give a minimum installed base of 20 million+. " Why do you LIE about what you said? You flat out LIED ! Here is EXACTLY WHAT YOU SAID. {======================================} To:wanna_bmw who wrote (143840) From: Dan3 Saturday, Sep 22, 2001 10:11 PM View Replies (1) \| Respond to 143942 of 143946 Re: Your various posts on the Mod AMD thread tonight Do you realize what a critical period Intel is approaching? More that 100% of CPU unit growth is taking place in Asia (as sales in North America and Europe decrease) and VIA is absorbing most of that growth. Intel walked away from the well accepted, inexpensive, widely available socket 370 market it spent years developing - and VIA is reaping the benefits of all that effort. Meanwhile AMD now has the Gresham FAB - designed for 300mm, copper, and sub .13 - to back up Dresden if it needs it. AMD could be producing 25 million 64 bit hammers per quarter by early 2003. Intel could find itself relegated to less than 50% of the CPU market as early as then. Intel could execute flawlessly with its IA-64 strategy and find itself stuck with a white elephant as its customer base stays with software that is consistent and compatible.

To: Dan3 who wrote (63024)	11/8/2001 10:06:49 PM
From: Paul Engel	Respond to of 275872

Re: "when AMD has 20 million seats for X86-64." When will AMD have their FIRST x86-64 customer?

To: Dan3 who wrote (63024)	11/10/2001 4:05:46 PM
From: Joseph Pareti	Read Replies (1) \| Respond to of 275872

re. I posted that AMD would have shipped 10's of millions by early 2003 - to give a minimum installed base of 20 million+. and all those hammers will ship on time like the Thoroughbred ?

To: Dan3 who wrote (63024)	11/10/2001 5:27:28 PM
From: dale_laroy	Respond to of 275872

>I posted that AMD would have shipped 10's of millions by early 2003 - to give a minimum installed base of 20 million+. If they ship (combined Clawhammer, SledgeHammer, CMP Hammer) 1 million 2002 Q3, 3 million 2002 Q4, 6 million 2003 Q1, and 9 million 2003 Q2, they'll just make before mid 2003 (ever so slightly early 2003).< First of all, mid-2003 is not early 2003. Second, AMD will have shipped 1M Hammers by the end of 2002 at most. Third, I expect AMD to have shipped 20M Hammer processors by the end of 2003 if and only if they ship 1M by the end of 2002. In any case, by the end of Q1 2004 AMD will almost certainly have shipped 20M Clawhammer processors.