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

To: kapkan4u who wrote (87826)	9/4/2002 3:51:56 AM
From: David S.	Read Replies (2) \| Respond to of 275872

General public expects DOW below 5000; NASDAQ at 1000. Everyone is expecting the Dow and NASDAQ to go down, and a large portion are indicating expectations of the DOW to go below 5000. Some very bearish are saying that it could even go to 3000.

To: kapkan4u who wrote (87826)	9/4/2002 4:28:29 AM
From: Gopher Broke	Respond to of 275872

A couple of interesting extracts from that report. With the Thoroughbred Athlon XP 2700+ and later Barton-based products, AMD estimated that 900,000 FSB 333MHz-supporting Athlon XP processors will have reached the market by year-end. Should be good for the bottom line in Q4, given the 333 FSB systems will be relatively high ASP. AMD said it is planning a series of marketing campaigns, hoping to further raise consumer awareness of what it claims as true performance. More invisible marketing campaigns?

To: kapkan4u who wrote (87826)	9/4/2002 7:19:48 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Barton-core Athlon XP on market in October If this being produced at UMC, it's really good news. Once AMD can source 32-bit processors from UMC they can go to 100% Hammer production at Dresden, and quickly establish X86-64 as the default mainstream platform for serious computing. It would also put AMD back into the multiple CPU FAB category in time for any recovery in demand, next year.

To: kapkan4u who wrote (87826)	9/4/2002 1:07:17 PM
From: rsi_boy	Read Replies (3) \| Respond to of 275872

re: AMD Barton-core Athlon XP on market in October Unfortunately, there is nothing in this article to support that headline. All we learn is that the Barton is due sometime after October 7 and before January 1. I wonder what frequency the 2700 supposed to run at. With a brand-new process, a brand-new partner/fab and a larger cache, I will be surprised if barton debuts at a frequency higher than the (relatively mature) Thoroughbred B. Maybe the much vaunted SOI will compensate somewhat