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

To: Dan3 who wrote (79300)	5/3/2002 11:24:27 PM
From: niceguy767	Respond to of 275872

Dan3: Thanks for a well articulatede and factually unassailable post...With all the slippage, poor Dresden yields and financial woes at AMD that the INTC choir keeps pointing to, somehow AMD has demonstrated tremendous relative revenue growth...and all this in the face of pulled in INTC schedules, world class INTC yields and fabulous INTC financials according to our INTC choir...but at least one of them doesn't lie...hehehe!!!

To: Dan3 who wrote (79300)	5/4/2002 2:01:55 AM
From: Monica Detwiler	Read Replies (3) \| Respond to of 275872

Dan3 - Looks like AMD will be 733 MHz behind Intel in CPU speeds come Monday morning. Message 17422584 Remember Mr. Jerry Sanders' promise that AMD would not fall behind Intel by more than 533 MHz this year? Looks like he Jerry-mandered another promise. Monica

To: Dan3 who wrote (79300)	5/4/2002 8:31:19 AM
From: fyodor_	Read Replies (2) \| Respond to of 275872

Dan3: The AU1500's listed expected uses include "internet infrastructure products such as routers and line cards." It's an embedded processor that's perfect for such tasks - and it integrates in two NICs, as well, making it "even perfect-er." :-) The fact that AMD had a component last quarter that can do in one chip what Intel hopes to be able to do with two or three (one or two nic interface chips and a dedicated processor chip) next quarter, doesn't take away from the elegance and utility of AMD/Alchemy's design. Dan, you are incorrigible. In every set of facts, you see only what you want to see. One last try: a TOE and a NIC are two completely different things. The function of a Transmission Off-load Engine is to&#133 well&#133 take the load off of the CPU, by handling much of the work needed when processing TCP/IP frames. Needless to say, the TOE works in concert with the NIC and does not overlap in functionality. Intel starts pushing strata flash and AMD comes up with mirror bit. That's a really bad example, considering how long mirror bit has been delayed. -fyo