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

To: Pravin Kamdar who wrote (54922)	4/9/1999 5:27:00 AM
From: Craig Freeman	Read Replies (2) \| Respond to of 1583363

Pravin, it seems that the only way to make money on AMD would be to short it bigtime. After it falls to $5 a share, you could take your profits and issue a tender offer at say $7, buy the whole thing, and kick out the som'bitches who currently run the place. Maybe then it would show a profit and produce some volume. It takes a big man to admit his mistakes. The guy who taught me that made far bigger mistakes than I. And he is still kicking nicely. The reality of all this is that I really don't give two hoots anymore about either AMD or CYRX. But I have a soft spot for those who were suckered into their game. Craig

To: Pravin Kamdar who wrote (54922)	4/9/1999 2:30:00 PM
From: Tenchusatsu	Read Replies (4) \| Respond to of 1583363

<Let's not forget that one of the editors of the Microprocessor Report stated that Intel was in the position of having to rely on AMD falling flat on its face with the K7. In a response, he went on to say that he had seen information on the K7 that the general public would not have seen.> Personally, I think that editor from Microprocessor Report, Linley Gwennap, is also being fooled by a more "sensitive" set of foils from AMD marketing. Remember, Microprocessor Report also believed Digital when they said that the Alpha 21264 was going to achieve 40 SPECint and 60 SPECfp. (The 21264 actually got to around 24 SPECint and 40 SPECfp.) I personally predict that the K7 could initially achieve similar integer performance as a K6-III clock-for-clock, and perhaps a 20% increase in floating-point over a Pentium III. That's my WAG, but it seems like a reasonable hype-to-truth ratio. However, I don't believe the K7 will really debut above an initial clock speed of 550 MHz. As much as the K7 tries to imitate the Alpha, it's never going to be a high MHz Alpha. Tenchusatsu