| Reply | Message Preview | From | Recs | Posted |
| 109257 |
<i>The Stockman (Anthony Mascarenas) saga played out a couple of years ag | Scot | - | 5/3/2000 |
| 109256 |
Scot, RE:"Sheesh, I've been posting on this thread since 1998 (when I | Jim McMannis | - | 5/3/2000 |
| 109255 |
Re: <i>Yay, got in summer school! I will have ethernet and live in Boston | chic_hearne | - | 5/3/2000 |
| 109254 |
congratulations, Good-Paul. Petz | Petz | - | 5/3/2000 |
| 109253 |
Paul, <i>live in Boston for the summer</i> Make sure and try some | Scumbria | - | 5/3/2000 |
| 109252 |
Scumbria, > <i>I can't imagine how AMD could be much more aggress | Goutam | - | 5/3/2000 |
| 109251 |
Yay, got in summer school! I will have ethernet and live in Boston for the summ | Paul Ma | - | 5/3/2000 |
| 109250 |
chic hearne: It was a little nip and tuck there for a bit, but the lower borde | niceguy767 | - | 5/3/2000 |
| 109249 |
<i>I don't know if this means anything or not, but last week at NVIDI | tejek | - | 5/3/2000 |
| 109248 |
<i>So, if I insulted anyone;I apologize. Unless I happened to also insult | tejek | - | 5/3/2000 |
| 109247 |
Ted, Since it's a quiet day I'll post some probably meaningless gossip | Scot | - | 5/3/2000 |
| 109246 |
Ted Re...<<<<<<b>It seems to me that for the thread | hmaly | - | 5/3/2000 |
| 109245 |
<i>Sheesh, I've been posting on this thread since 1998 (when I bought | tejek | - | 5/3/2000 |
| 109244 |
<i>Now I know why a lot of you new guys were lurkers for so long.....a li | Scot | - | 5/3/2000 |
| 109243 |
Scumbria, With regard to engineering (product and process), I have nothing but | xun | - | 5/3/2000 |
| 109242 |
<i>Sorry, couldn't resist the obvious Yousefism.</i> -Scot, N | tejek | - | 5/3/2000 |
| 109241 |
<i>Ted, I especially hate it when I can do it on one hand.</I> Har | tejek | - | 5/3/2000 |
| 109240 |
<i>Well said. "We agree to disagree". I think both sides make t | tejek | - | 5/3/2000 |
| 109239 |
Mani, Bought back my Jan 100 calls for $19. Hope for a pick up later today or | kash johal | - | 5/3/2000 |
| 109238 |
Scumbria re <<I can't imagine how AMD could be much more aggressive i | Mani1 | - | 5/3/2000 |
| 109237 |
<i>The Dirk Meyer dinner was less than one year ago! K7 was just a foil i | Scot | - | 5/3/2000 |
| 109236 |
Panic, <i>AMD needs killer instinct when ever it is a bit ahead of its c | Scumbria | - | 5/3/2000 |
| 109235 |
Ted...Re..<<<<<<b>I hate it when I have to do that! | hmaly | - | 5/3/2000 |
| 109234 |
Advanced Micro downgraded by Josephthal & Co biz.yahoo.com They also down | Mani1 | - | 5/3/2000 |
| 109233 |
<i>1, 2, 3, 4, ...... Damn.. what comes after 4?</i> I guess 5th a | Joe NYC | - | 5/3/2000 |
| 109232 |
Ted, Well said. "We agree to disagree". I think both sides make t | xun | - | 5/3/2000 |
| 109231 |
Cirruslvr: Re: "The gap between Intc and AMD was narrowed by about $7 1/2 | niceguy767 | - | 5/3/2000 |
| 109230 |
Should be a none issue 3 months from now. | milo_morai | - | 5/3/2000 |
| 109229 |
<i>1, 2, 3, 4, ...... Damn.. what comes after 4?</I> Steve, Its f | tejek | - | 5/3/2000 |
| 109228 |
<i>Based on my guesstimates here, having the last 2 1/2 weeks of chips cl | tejek | - | 5/3/2000 |
| 109227 |
<i>As far as I know you don't make AMD'S decisions, so expecting | tejek | - | 5/3/2000 |
| 109226 |
1, 2, 3, 4, ...... Damn.. what comes after 4? | Steve Porter | - | 5/3/2000 |
| 109225 |
<i>Let's count our blessings!</I> Scumbria, I hate it when I | tejek | - | 5/3/2000 |
| 109224 |
<i>I think AMD is set for a 5-10 point break out today. The last 2 days w | tejek | - | 5/3/2000 |
| 109223 |
<i>For some unexplained reason Intel went ahead and sold all they made... | tejek | - | 5/3/2000 |
| 109222 |
Re: <i>So far not too good all the way around...AMD looks like it's i | chic_hearne | - | 5/3/2000 |
| 109221 |
<i>ted, isn't the pattern of increasing oscillations sort of the reve | tejek | - | 5/3/2000 |
| 109220 |
chic hearne: Re: "I think AMD is set for a 5-10 point break out today. Th | niceguy767 | - | 5/3/2000 |
| 109219 |
Re: <i>Further 250 K is hardly a big inventory of chips.</i> ted, | chic_hearne | - | 5/3/2000 |
| 109218 |
<i>Imagine yourself going into a store and asking to buy something and ha | tejek | - | 5/3/2000 |
| 109217 |
Scot, <If the T-Bird came out before Spitfire, then the significant perform | Charles R | - | 5/3/2000 |
| 109216 |
hmaly, <The motherboard delays were mainly caused by an earthquake. > O | Charles R | - | 5/3/2000 |
| 109215 |
kash - re: server chips <i><If you redo the numbers with 1.3M units | ptanner | - | 5/3/2000 |
| 109214 |
Petz, Yes I agree that server pentration will be slow. However even 5% penetr | kash johal | - | 5/3/2000 |
| 109213 |
Tenchusatsu, <Just curious. What's wrong with Shriner from HotRail?> | Charles R | - | 5/3/2000 |
| 109212 |
ptanner, re: "server chips: Server MPU/QTR 1M * $1,000 * 0.8 = $800M, (3 | kash johal | - | 5/3/2000 |
| 109211 |
<Is AMD doing a marvelous job considering the circumstance? ABSOULUTELY!!!!! | Charles R | - | 5/3/2000 |
| 109210 |
<i>Once upon a time ThunderBird was supposed to have preceded Spitfire on | Scot | - | 5/3/2000 |
| 109209 |
Sam, <I have a feeling that Duron-based PCs will only be available initiall | Charles R | - | 5/3/2000 |
| 109208 |
Joe, <Maybe AMD just does not have enough resources to support 3 different | Charles R | - | 5/3/2000 |
| 109207 |
<i>Agreed Scumbria..The fact is INTC has blow two flat tires and that' | Scot | - | 5/3/2000 |
| 109206 |
Dear Joe: AMD showed in a presentation late last year, I believe, how to make | pgerassi | - | 5/3/2000 |
| 109205 |
Mani, <i>I suppose one could also criticize Michael Jordan for missing a | Scumbria | - | 5/3/2000 |
| 109204 |
chic hearne: A major breakout is definitely a possibility in the very near ter | niceguy767 | - | 5/3/2000 |
| 109203 |
niceguy, I think AMD is set for a 5-10 point break out today. The last 2 days | chic_hearne | - | 5/3/2000 |
| 109202 |
twfowler: Have a look at the 3 month daily range chart for AMD...Draw lines ac | niceguy767 | - | 5/3/2000 |
| 109201 |
Chuck Re..<<<<<<b>Let's check the track record: | hmaly | - | 5/3/2000 |
| 109200 |
Elmer, I know for sure it's a common practice in semiconductor distributio | Bert Herman | - | 5/3/2000 |
| 109199 |
Re: "Total: 2.85 M 2.2 M > 0.65 unsold * my estim. " That's r | Elmer | - | 5/3/2000 |
| 109198 |
Petz, <i>The rate of expansion in these markets is limited. The chipset/ | Joe NYC | - | 5/3/2000 |
| 109197 |
Petz, thanks. 1.5M for 1Q is just my guess. It's based on the official 1.0 | boris_a | - | 5/3/2000 |
| 109196 |
boris, I think 250K Athlon inventory is about right. Sander's complained th | Petz | - | 5/3/2000 |
| 109195 |
Petz, Inventory of 250K Athlons? Is this kind of official? A CC statement? I | boris_a | - | 5/3/2000 |
| 109194 |
kash, <AMD had a significant oppty in 2 way servers which has been blown> | Petz | - | 5/3/2000 |
| 109193 |
ted, isn't the pattern of increasing oscillations sort of the reverse of a | Petz | - | 5/3/2000 |
| 109192 |
Mani, yes, its Datel. Uppertek started advertising Athlon systems last week (fo | Petz | - | 5/3/2000 |
| 109191 |
Jim, I heard on the hardware sites that "slockets" will not work with | Petz | - | 5/3/2000 |
| 109190 |
Joe re <<Re: inventory You are making a complete fool of yourself on th | Mani1 | - | 5/3/2000 |
| 109189 |
Chuck, <Not that I have much regard for Shriner but it is interesting that h | Tenchusatsu | - | 5/3/2000 |
| 109188 |
Elmer, Re: inventory You are making a complete fool of yourself on this issue | Joe NYC | - | 5/3/2000 |
| 109187 |
Joe re <<I think AMD does have 20/20 hindsight. It would be nice if AMD h | Mani1 | - | 5/3/2000 |
| 109186 |
Mani, I am the last one who should be advising people on the use of the Englis | Joe NYC | - | 5/3/2000 |
| 109185 |
Re: "Inventory of 250K Athlons is very low. We should expect inventory to | Elmer | - | 5/3/2000 |
| 109184 |
Kash - Re: server class chips <i><They probably make $800 net on each | ptanner | - | 5/3/2000 |
| 109183 |
Charles re <<I have beaten this to death but I am surprised that this thr | Mani1 | - | 5/3/2000 |
| 109182 |
Re: "I think I read somewhere that in Merced, Intel call different levels | Elmer | - | 5/3/2000 |
| 109181 |
Haven't seen this noted here yet. Interesting tidbit, new choice for Athlo | ptanner | - | 5/3/2000 |
| 109180 |
Cirrus, <Where did you read the 770 will have dual DDR channels?> Maybe | Tenchusatsu | - | 5/3/2000 |
| 109179 |
Charles: Re:<I>Seems to me like this is not the cause for the "probl | Y. Samuel Arai | - | 5/3/2000 |
| 109178 |
Joe, The servers represent high margin biz growing rapidly. AMD promised 2 wa | kash johal | - | 5/3/2000 |
| 109177 |
Joe, I think you're right about Hotrail and a limited market. I wonder if | Daniel Schuh | - | 5/3/2000 |
| 109176 |
Chuck <i>I am told that running at 1.1-1.3V with power management it is | Joe NYC | - | 5/3/2000 |
| 109175 |
Kash <i>I agree the hot rail miscue is pretty disastrous.</i> Alt | Joe NYC | - | 5/3/2000 |
| 109174 |
Who says 128mb RIMMs are $470, anyway? pricewatch watch still says $559, down | Daniel Schuh | - | 5/3/2000 |
| 109173 |
<When the Duron chips come out, we will know the power consumption, but I do | Charles R | - | 5/3/2000 |
| 109172 |
<The fact is INTC has blow two flat tires and that's the only Reason AMD | Charles R | - | 5/3/2000 |
| 109171 |
Charles, I think AMD will pay a major opportunity cost in 2001 for its miscues | kash johal | - | 5/3/2000 |
| 109170 |
Chuck, When the Duron chips come out, we will know the power consumption, but | Joe NYC | - | 5/3/2000 |
| 109169 |
Scumbria, <I may be wrong, but I have the impression that Dresden silicon j | Charles R | - | 5/3/2000 |
| 109168 |
<It will likely have no short term impact as all the analysts and investors | Charles R | - | 5/3/2000 |
| 109167 |
Cirruslvr, <Reviews aren't allowed until the product comes out, so this | Charles R | - | 5/3/2000 |
| 109166 |
Agreed Scumbria..The fact is INTC has blow two flat tires and that's the on | milo_morai | - | 5/3/2000 |
| 109165 |
<I suspect infrastructure might be a little behind schedule.> That is a | Charles R | - | 5/3/2000 |
| 109164 |
Ted, <i>they had better speed up the ramp of Dresden</i> I may be | Scumbria | - | 5/3/2000 |
| 109163 |
Tench, I agree the hot rail miscue is pretty disastrous. Frankly the entire e | kash johal | - | 5/3/2000 |
| 109162 |
From Anandtech, "Other than that, things are considerably quieter than th | Cirruslvr | - | 5/3/2000 |
| 109161 |
<i><-- Dell Computer Corp., the No. 1 U.S. personal computer maker, sa | tejek | - | 5/3/2000 |
| 109160 |
You forget PowerNOW with 8 speed modes for laptops and <b>LDT</b>. | milo_morai | - | 5/3/2000 |
| 109159 |
Scumbria <i>As a long time industry veteran, I have never seen a company | tejek | - | 5/3/2000 |
| 109158 |
Mani - RE: "Also AMD is making and selling lots of Athlon at huge profits. | Cirruslvr | - | 5/3/2000 |
