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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (40980)11/6/1998 12:25:00 PM
From: Brian Hutcheson  Read Replies (3) | Respond to of 1573718
 
Paul , here is a lesson in evaluation of company shares
When an investor uses book value it means book valus PER SHARE .
In this regard AMD's book value is $13.34.
Intel's book value $12.94
You guys seem to lose sight of Intel's 1.68 BILLION SHARES outstanding.
AMD only has 143.9 Million
Brian
PS how about if we rename this the PAUL ENGEL thread and start another
AMD thread just for real AMD investors instead of NIT PICKING TWITS.



To: Paul Engel who wrote (40980)11/6/1998 12:45:00 PM
From: AJ Berger  Respond to of 1573718
 
here's come great AMD info just put up on voodooextreme

My hocake Michael Gonzales recently attended a small conference AMD held down in Irvine
-- at this conference AMD dished out some of the goods that they have on the grill -- as I try
to fact check 99% of the stuff (you guess the other 1%) I fired this bit off to AMD. My boy
over at AMD's responses are italicized and begin with the always lovely ">":

I went to the Ingram Micro/AMD conference last night that was held at the
Marriott Hotel Resort in Irvine, California. I heard so much news that has
not been announced yet!!

>AMD regularly has these sessions for small resellers...

1- AMD will be releasing the K6-2 366Mhz processor to the top manufacturers
Packard Bell, Hewlett Packard, and IBM this week. This will not be released to the
public and for a reason that was not to clearly discussed about

>True...

But also, the K6-2 380 (95Mhz Bus Speed) and the K6-2 400 (100 Mhz bus speed)
is already in production and will be released to OEM's and the public at the end of
this month.

>I believe so... the 400's will DEFINITELY be out soon, I'm just not positive of
>the week.

In late December/early January they will also be releasing the K6-3 (Sharptooth)
which will be 450Mhz and 500Mhz....which will have 256K cache on board....

>450 is right in Q1... I'm not sure about 500 though... Q2? the 256K L2 is right...
>the bigee is that I'm not sure that December/Jan. are right... I know we'll be in
>full production at that time but I don't think they've decided on a release timeframe
>yet...it's still undecided...

Then, the K7 processor will be released in May of 99. Doug from AMD said, "At
this point in time, we will be the King and way ahead of even Intel's PII, Katmai and
their Winnipeg processors". After carefully looking over the architecture of the K7
last night, this puppy will be blazing at speed in the 600 to 800Mhz and will have
512/1Mb cache on board (1Mb will be preferred for network servers).

>This is true to an extent. AMD has stated end of Q2, and 500+MHz. Analysts
>claim that AMD is potentially 18 months ahead of Intel with K7 architecturally.
>Willamette (not Winnipeg) is Intel's comparable competing chip I believe...

By the way, the K6-2 had a codename of "chompers" in case you didn't know and
the "sharptooth" K6-3 will be in 2 different configurations. The initial K6-3 with the
last code numbers on the CPU ending with 000 will be lacking some instructions
that the K6-3 with anything but those three 0's on them will have.

>Yep about codenames, nope about he 0's..