| Reply | Message Preview | From | Recs | Posted |
| 109657 |
Perhaps the increased number of Athlon advertisements recently is related to th | Gopher Broke | - | 5/7/2000 |
| 109656 | theregister.co.uk Posted 07/05/2000 10:58am by Mike Magee <b>Rambus no lo | tejek | - | 5/7/2000 |
| 109655 |
GATEWAY SELECT 1000 MODEL A QUICK DRAW, BUT EXPENSIVE chicagotribune.com < | Dan3 | - | 5/7/2000 |
| 109654 |
Re: AMD Athlon? 1000MHz ... $2599... The paper is full of 900MHZ and 1GHZ Athl | Dan3 | - | 5/7/2000 |
| 109653 |
GatewayTM (small business)Select systems feature AMDTM AthlonTM Processors with | milo_morai | - | 5/7/2000 |
| 109652 |
Re: Micron hasn't done any chipsets before... Not only does Micron have ch | Dan3 | - | 5/7/2000 |
| 109651 |
INTC chipset Product change notification page developer.intel.com also for re | milo_morai | - | 5/7/2000 |
| 109650 |
<cracking Coppermines> from JC <Interesting article here reporting th | Alighieri | - | 5/7/2000 |
| 109649 |
<then they will have enough high end margins to use timna to crush AM | Alighieri | - | 5/7/2000 |
| 109648 |
A little news from Zdnet. zdnet.com here are some good parts: <b> Small | Paul Ma | - | 5/7/2000 |
| 109647 |
Charles, I'm somewhat in agreement on this one, I can't quite see what | Daniel Schuh | - | 5/7/2000 |
| 109646 |
Kash Re...<<<<b>Intel sold around 32M units in q4 99.<&l | hmaly | - | 5/7/2000 |
| 109645 |
<< They said they expect to meet the demand in the second half, but if th | that_crazy_doug | - | 5/7/2000 |
| 109644 |
<i>Otherwise, I think the Athlon Samurai would have been demonstrated at | Gopher Broke | - | 5/7/2000 |
| 109643 |
Re: "Intel said several hundreds of thousand this year. I think Intel' | Elmer | - | 5/7/2000 |
| 109642 |
Joe, Sanders virtual gorilla is now building up muscles. Being competitive aga | boris_a | - | 5/7/2000 |
| 109641 |
hmaly, re:"Those were Kash's predictions. You mean Kash predicted Int | kash johal | - | 5/7/2000 |
| 109640 |
Mani, <Intel said several hundreds of thousand this year. > Let's s | Charles R | - | 5/7/2000 |
| 109639 |
Mani, <Intel said several hundreds of thousand this year. > Let's s | Charles R | - | 5/7/2000 |
| 109638 |
Mani, <Intel said several hundreds of thousand this year. > Let's s | Charles R | - | 5/7/2000 |
| 109637 |
Mani, <Intel said several hundreds of thousand this year. > Let's s | Charles R | - | 5/7/2000 |
| 109636 |
Chuck, re:Q4 I am comfortable that Intel will have plenty of capacity for 40- | kash johal | - | 5/7/2000 |
| 109635 |
<6 Socket A MB on the list socketa.com > And, let's see how quickly | Charles R | - | 5/7/2000 |
| 109634 |
<No Chuck you misunderstood me. I think the MU news is better for the stock | Charles R | - | 5/7/2000 |
| 109633 |
Joe, <MU on the other hand just demonstrated a working DDR based dual proce | Charles R | - | 5/7/2000 |
| 109632 |
Charles re <<Well that would mean you are counting on Intel to screw up a | Mani1 | - | 5/7/2000 |
| 109631 |
<Even at 50 DPW and I expect they will yield MUCH higher than that 2M units | Charles R | - | 5/7/2000 |
| 109630 |
<I would be shocked if they did even half that.> Well that would mean yo | Charles R | - | 5/7/2000 |
| 109629 |
Scumria, <I have heard less than 1/2 that cost, and provide fully wireless | Charles R | - | 5/7/2000 |
| 109628 |
Kash, <My best guess is that Intel will have capacity for around 40-42M CPU | Charles R | - | 5/7/2000 |
| 109627 |
6 Socket A MB on the list socketa.com | milo_morai | - | 5/7/2000 |
| 109626 |
Kash, <My point is that AMD cannot compete with Timna.> And, my point i | Charles R | - | 5/7/2000 |
| 109625 |
No Chuck you misunderstood me. I think the MU news is better for the stock pric | milo_morai | - | 5/7/2000 |
| 109624 |
Chuck, <i>By this, are you suggesting that MU is ahead of Hotrail?</i | Joe NYC | - | 5/7/2000 |
| 109623 |
milo, <Who give a rats arse about HOTRAIL? MU Samarai!!!> By this, are | Charles R | - | 5/7/2000 |
| 109622 |
Scumbria, <It is becoming clear that AMD's management has the sales/mar | Charles R | - | 5/7/2000 |
| 109621 |
Bob, <i>Compaq is offering 1GHz systems at Best Buy and there are ads fo | Joe NYC | - | 5/7/2000 |
| 109620 |
Re: "Edit - You know, Micron wouldn't support the Athlon family if the | THE WATSONYOUTH | - | 5/7/2000 |
| 109619 |
Cirruslvr, Re <<I think you are mixing up what they said about the first | Mani1 | - | 5/7/2000 |
| 109618 |
Mani - RE: "No, that is incorrect. They said nothing in that regard. They | Cirruslvr | - | 5/7/2000 |
| 109617 |
Goutama, <i>Am I correct in assuming here that Micron's decision to | Joe NYC | - | 5/7/2000 |
| 109616 |
Re: Micron to support AMD chip Great news indeed. "We're currently | Ali Chen | - | 5/7/2000 |
| 109615 |
Cirruslvr re <<They even hinted they may have so much capacity that there | Mani1 | - | 5/7/2000 |
| 109614 |
Pete, <12 cycle latency becomes 8 cycle latency> Latency, as seen from a | Ali Chen | - | 5/7/2000 |
| 109613 |
Kash <Well if they come in less than $500 and provide PC functionality coupl | 5dave22 | - | 5/7/2000 |
| 109612 |
Milo, Re: Micron to support AMD chip I was speculating about this about a mo | Joe NYC | - | 5/7/2000 |
| 109611 |
Kash - RE: "I am just raisng the fact that there are some questionable roa | Cirruslvr | - | 5/7/2000 |
| 109610 |
Mani - RE: "<<And Intel will have TONS of 0.18 capacity in Q4.>&g | Cirruslvr | - | 5/6/2000 |
| 109609 |
Eplace....<<<<b>hmaly, those were kash's figures and Dan | hmaly | - | 5/6/2000 |
| 109608 |
Pravin - RE: "The Micron news is HUGE! Intel has shot themselves in the he | Cirruslvr | - | 5/6/2000 |
| 109607 |
Micron Ad micron.com | milo_morai | - | 5/6/2000 |
| 109606 |
Kash re <<And Intel will have TONS of 0.18 capacity in Q4.>> Reall | Mani1 | - | 5/6/2000 |
| 109605 |
Mani, re: "Willamette die size and no way to 2M units" I have no id | kash johal | - | 5/6/2000 |
| 109604 |
RE:"The Micron news is HUGE! Intel has shot themselves in the head by tryi | Jim McMannis | - | 5/6/2000 |
| 109603 |
Re: I am just raisng the fact that there are some questionable roadblocks to AM | Dan3 | - | 5/6/2000 |
| 109602 |
Compaq is offering 1GHz systems at Best Buy and there are ads for them in the S | FJB | - | 5/6/2000 |
| 109601 |
All, The Micron news is HUGE! Intel has shot themselves in the head by trying | Pravin Kamdar | - | 5/6/2000 |
| 109600 |
hmaly...re: Also 2 mill Willy for 4q-00 is ten times Intels guidence. hmaly, t | eplace | - | 5/6/2000 |
| 109599 |
From AMDZone - "Thanks to Michael of Germany for sending in news on the | Cirruslvr | - | 5/6/2000 |
| 109598 | Dan >>><<<<<<B>Re: 1M Xeons at $800 ASP = $8 | hmaly | - | 5/6/2000 |
| 109597 |
Kash re <<2M Willamette in Q4>> I say no way! That is very incons | Mani1 | - | 5/6/2000 |
| 109596 |
Jeez, Kash, when did Intel's estimates go from "hundreds of thousands& | Daniel Schuh | - | 5/6/2000 |
| 109595 |
Scumbria, re: Geode devices Well if they come in less than $500 and provide P | kash johal | - | 5/6/2000 |
| 109594 |
Dan, re:": 1M Xeons at $800 ASP = $800M 2M Willamette at $750 ASP = $1500 | kash johal | - | 5/6/2000 |
| 109593 |
Kash Re..<<<<<<b>But with a $100-150 system price di | hmaly | - | 5/6/2000 |
| 109592 |
Check this out! After seeing the side by side comparison that Gateway had with | Mani1 | - | 5/6/2000 |
| 109591 |
Scumbria, what is the latest on when these (Geode systems) will become availabl | 5dave22 | - | 5/6/2000 |
| 109590 |
RE:"Intel is LOWERING its costs to DOMINATE this segment. AMD is shutting | Jim McMannis | - | 5/6/2000 |
| 109589 |
Dan - Palm/Geode We own a Palm and couple Handsprings. They are wonderful but | 5dave22 | - | 5/6/2000 |
| 109588 |
Kash: A stock always climbs a wall of worry. Has there ever been a worry-free i | GlobalMarine | - | 5/6/2000 |
| 109587 |
kash...re:Look, I am still bullish on AMD. But I see some major roadblocks here | eplace | - | 5/6/2000 |
| 109586 |
Re: Why would anyone buy a Palm VII? Well, the Palm V fits in my shirt pocket. | Dan3 | - | 5/6/2000 |
| 109585 |
Re: <i>1M Xeons at $800 ASP = $800M 2M Willamette at $750 ASP = $1500M 20 | Dan3 | - | 5/6/2000 |
| 109584 |
Kash, Here is a chart which hints at the intelligence of Dell's management | Scumbria | - | 5/6/2000 |
| 109583 |
Milo, I hope this pans out. I don't trust Via in general, their chipsets ha | Daniel Schuh | - | 5/6/2000 |
| 109582 |
Kash, <i>I understand they will cost around a $1000 </i> I have h | Scumbria | - | 5/6/2000 |
| 109581 |
Kash, <i>Remember that Intel was selling the old celerons and MB's a | Scumbria | - | 5/6/2000 |
| 109580 |
Scumbria, Yes its a GREAT press release. The real question is why would someb | kash johal | - | 5/6/2000 |
| 109579 |
Mike, re:"You wrote "If Intel pushes out 10M timna/MB units/qtr this | kash johal | - | 5/6/2000 |
| 109578 |
Kash, Here is some news from a couple of months back. national.com Februar | Scumbria | - | 5/6/2000 |
| 109577 |
Scumbria, Well I always have an open mind. Where do i buy a geode computer. | kash johal | - | 5/6/2000 |
| 109576 |
Kash, Intel's management can't afford to sell very many $400 computers | Scumbria | - | 5/6/2000 |
| 109575 |
Kash, You wrote "If Intel pushes out 10M timna/MB units/qtr this causes | minnow68 | - | 5/6/2000 |
| 109574 |
Kash, <i>Geode has been a disaster so far.</i> I think that you w | Scumbria | - | 5/6/2000 |
| 109573 |
Scumbria, re: Lots of Celerons for $500-600 Yup and lots of K6's in same | kash johal | - | 5/6/2000 |
| 109572 |
Kash, There are lots of $500-$600 Celeron systems available now, but that does | Scumbria | - | 5/6/2000 |
| 109571 |
Scumbria, re: Geode appliances Yeah big market. I'm still waiting for th | kash johal | - | 5/6/2000 |
| 109570 |
Charles, re:"Yeah, this is a major hole with AMD going forward. Either AM | kash johal | - | 5/6/2000 |
| 109569 |
Charles, re:"Yeah, this is a major hole with AMD going forward. Either AM | kash johal | - | 5/6/2000 |
| 109568 |
Just wanted to Highlight some more of the Micron info. "<i>Micron&# | milo_morai | - | 5/6/2000 |
| 109567 |
Kash, <i>for folks who just wann do web stuff, e-mail etc it would be th | Scumbria | - | 5/6/2000 |
| 109566 |
Who give a rats arse about HOTRAIL? <b>MU</b> Samarai!!! | milo_morai | - | 5/6/2000 |
| 109565 |
Charles, Dan, Mani, Goutama YOUR WELCOME!!! 200 here we come!!! Milo | milo_morai | - | 5/6/2000 |
| 109564 |
<i> And for folks who just wann do web stuff, e-mail etc it woul | TimF | - | 5/6/2000 |
| 109563 |
<i> But with a $100-150 system price differential at retail what | TimF | - | 5/6/2000 |
| 109562 |
Dan, <i>$500 PC's that have $600 worth of Rambs memory in them?</ | Scumbria | - | 5/6/2000 |
| 109561 |
A very strong performer in $500 PC's that have $600 worth of Rambs memory i | Daniel Schuh | - | 5/6/2000 |
| 109560 |
Goutama, No. Only the timing of the announcement has to deal with Hotrail bai | Steve Porter | - | 5/6/2000 |
| 109559 |
Re: Am I correct in assuming here that Micron's decision to support Athlons | Dan3 | - | 5/6/2000 |
| 109558 |
Chuck, It is becoming clear that AMD's management has the sales/marketing | Scumbria | - | 5/6/2000 |
