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

To: kash johal who wrote (50516)	2/22/1999 5:57:00 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1572751

Defination of "Volume Shipments"? Today's announcement says "AMD has begun volume shipments of the 400-Mhz AMD K6-III." What would be Semi-industry's rough defination of "Volume Shipments?" and what's the meaning in this AMD specific case?

To: kash johal who wrote (50516)	2/22/1999 5:58:00 PM
From: Joey Smith	Respond to of 1572751

BancBoston Conference. Why AMD no-show??? (answer: check bold) joey fnews.yahoo.com Silicon Valley Feb 22, 1999 Tech Stars to Gather at BancBoston Conference By Medora Lee Staff Reporter For a look at the week's schedule, click here. SAN FRANCISCO -- Of the more than 320 companies expected to present at BancBoston Robertson Stephens' 16th annual Technology Conference here, some won't be as much basking in the spotlight as put on the spot. Running from Feb. 22 through Feb. 25 at the San Francisco Ritz-Carlton, BancBoston expects more than 2,000 institutional investors to attend -- a number that rivals the turnout at Goldman Sachs' lavish tech conference earlier this month in New York City. The companies presenting will cover most tech sectors. With a price war raging in the chip market, investors in semiconductors will be looking to see which of the top companies is best positioned to maintain healthy margins over the long haul. The big three -- Texas Instruments ( (NYSE:TXN - news) ), Intel ( (Nasdaq:INTC - news) ) and National Semiconductor ( (NYSE:NSM - news) ) -- will all be giving their spiel. Among software companies, who's bigger than Microsoft ( (Nasdaq:MSFT - news) )? Joachim Kempin, original equipment manufacturer senior vice president, is expected to represent the software giant. And the company may have a lot of explaining to do as Microsoft's stock price continues its steady descent. It has dropped over the past couple of weeks to the lowest level since Jan. 15. Speaking of explaining, investors may also pile in to hear how Denver-based enterprise software company J.D. Edwards ( (Nasdaq:JDEC - news) ) plans to get its business back on track. J.D. Edwards' recent earnings preannouncement caused concern on Wall Street, as did its purchase of a small, privately held company to boost its supply-chain management offerings. And among Internet companies, top presenters will include America Online ( (NYSE:AOL - news) ), recently dethroned as the leading Internet access provider in the U.K. after ISPs there started offering free Internet access. AOL will have to convince investors it can compete and that its business model is still a winning one. The interest in AOL will probably spill over into auctioneer eBay's ( (Nasdaq:EBAY - news) ) presentation on rumors that AOL would take a stake in eBay. AOL and eBay refused to discuss the rumors before, but that won't stop investors from trying to glean some hints of whether a deal is in the works. Notably absent from the conference will be giants such as Dell ( (Nasdaq:DELL - news) ), Sun Microsystems ( (Nasdaq:SUNW - news) ) and IBM ( (NYSE:IBM - news) ). But for investors seeking information on smaller companies with growth potential, the full schedule could hold promise. For those who can't attend, TheStreet.com's team of reporters will. Look for morning and afternoon conference notebooks, as well as daily features focusing on a presenting company. © 1999 TheStreet.com, All Rights Reserved.

To: kash johal who wrote (50516)	2/22/1999 6:01:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1572751

<Folks who want extra horsepower and want to pay 30-40% less are likely to go with the K-3 Mobiles as long as 20% less battery life is OK. I can see no compelling arguments for anyone to go with PII or Celeron mobiles frankly.> I don't get it. Even a 30% discount on the CPU is slightly offset by the higher cost of the 100 MHz motherboard and PC100 SDRAM. And a 20% less battery life is significant, unless you're willing to plug in your K6-3 laptop every time you use it. Would you sacrifice 20% of your battery life just to get a 5% advantage on Winstone 99? (Even that 5% advantage is in jeopardy if that K6-3 laptop doesn't have any L3 cache or doesn't use a 100 MHz bus.) Let's not forget about that poor FPU, shall we? The K6-3 is a great desktop chip, no doubt about it. But remember what you said before about taking K6-3 CPUs that can't run at 400 MHz and plopping them into a laptop at a lower voltage and clock speed? Given that the K6-3 in the desktop form needs 2.4 volts (0.2 more than the K6-2), I can't imagine how AMD is going to shoehorn it into the mobile world. So now what happens to the K6-3 CPUs that can't hit 400 MHz or above? Tenchusatsu

To: kash johal who wrote (50516)	2/22/1999 6:04:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572751

Kash, I hear AMD will ship a K6-III-350 mobile chip in Q2. Apparently, AMD has already started shipping K6-III-400s (new to me) and the 450s are still on schedule for in a few weeks. Apparently some will ship this QTR. <EOM> jim

To: kash johal who wrote (50516)	2/22/1999 8:23:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1572751

Kash - Re: "it just goes to show how desperate he has become to dump on the k-3." No desperate than you and the AMDroid CLOWNS that dump on the Pentium III. Hey - did you like all those OEM's announcing K63 PCs today? I want to buy one but I can't make my mind up which one to buy - there are SO MANY CHOICES ! Paul