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

To: Dan3 who wrote (79397)	5/5/2002 1:51:14 PM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

Dan, "Or, just buy AMD chips instead of Intel chips, and save yourself thousands or millions in software costs. Software costs that gain you nothing except the ability to run your existing programs at full speed on Intel's new chips." I fail to see any reason for such a statement. Any CPU core stalls when waiting for memory. Two cores would stall either while taking more silicon area than a single core with Hyper-Threading. "Aye, there's the rub. Not a matter of re-compiling, but one of creating a new structure and execution flow for the application, then re-writing the application following the new design." I worded it that it would "require thorough re-thinking and re-engineering of all individual applications." This apparently means somewhat more than a simple matter of re-compiling. However, if the trend towards dual-processors will continue, this job will be eventually done anyway, and Intel will have an instant advantage in performance and die size compared to any "true" dual-processor implementations. "AMD's new chips already run your existing programs at full speed." What do you mean? Which chips? - Ali

To: Dan3 who wrote (79397)	5/5/2002 2:01:38 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

If this thing does start to turn, it could turn hard: Short Interest As of 8-Apr-2002 Shares Short 21.2M Percent of Float 8.5% Daily Volume 4.55M Shares Outstanding 341,243,008 Institutional Ownership (%) 50.50 Those 21 million short sold shares could be tough to cover if this thing starts to head back up. That's approaching a week's sales.