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

To: andreas_wonisch who wrote (72569)	2/27/2002 7:44:55 AM
From: DRBES	Respond to of 275872

<font color=red> THE EMPORER HAS NO CLOTHES; THE EMPORER HAS NO CLOTHES ! ! ! The more profound and most optimistic implication for AMD of this observation is that, in due course, the market caps of the two issues will exchange places. Some of the underpinnings for this movement are already in place. Example: Many of the future IT's of this industry are now evolving from the hobbyists (and AMD enthusiasts) of yesterday into the new leaders that, initially, though under the conventional yoke of "this is how it is done with exclusively with inteL technologY" will cautiously emerge as champions of the AMD lines. If this unfolds, as I think that it will, inteL, top heavy with costs and "locked in capital expenditures of questionable merit," will implode while AMD, which has purchased huge capacity at a particularly propitious juncture could explode. IT SEEMS ALMOST TOO GOOD TO BE TRUE ! ! ! Regards, DARBES

To: andreas_wonisch who wrote (72569)	2/27/2002 7:57:00 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

Andreas Re....AMD's Hammer presentation online amdzone.com; Nice catch. Did you notice on slide 3; the tbred will be introduced at 80nm. I believe we had thought it would be 104 nm.

To: andreas_wonisch who wrote (72569)	2/27/2002 10:03:37 AM
From: eCo	Read Replies (1) \| Respond to of 275872

Slide 15: "AMD in the News" had this quote... “AMD is probably rejoicing: In the past Intel was discrediting the competitor being a sole epigone, but now Intel has come lately (or has followed) with DDR-SDRAM, SOI- and copper technology and is even going to implement AMD-instruction sets. So times can change!” C’T Magazine January 2002 What instruction sets? eCo

To: andreas_wonisch who wrote (72569)	2/27/2002 7:29:50 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

Andreas, re: AMD's Hammer Presentation The roadmap (Slide 16 here: amdzone.com ) is a little different from the one presented on AMD's website (http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_608,00.html). The "Hammer" roadmap includes Morgan and Appaloosa based value MP processors. We haven't seen the former and am not optimistic about the latter given that the "value" dual processor space doesn't seem to be a large enough segment. Particularly if those with budget limitations can just use XPs instead of MPs. -PT