| Reply | Message Preview | From | Recs | Posted |
| 113557 |
Ted, <There is no evidence that Dell is not getting enough...> I think | Charles R | - | 5/31/2000 |
| 113556 |
<i>In the Q1 conference call AMD said to make earnings estimates for Q2 b | brushwud | - | 5/31/2000 |
| 113555 |
PT, <I would rather see AMD welcome a new customer to the family and act as | Charles R | - | 5/31/2000 |
| 113554 |
Here is a post from yahoo which explains last weeks price action, and the curre | EricRR | - | 5/31/2000 |
| 113553 |
<i>Did Intel marketing disallow the internal use of "Fireball" | EricRR | - | 5/31/2000 |
| 113552 |
<I'm here. I haven't gone anywhere> Can you reassure us Intel fa | kapkan4u | - | 5/31/2000 |
| 113551 |
RatbertRyand, RE<Jerry is right about real men having Fabs> Can't ag | xun | - | 5/31/2000 |
| 113550 |
Panic- Good analysis. There's still lots of money to be made in the CPU b | EricRR | - | 5/31/2000 |
| 113549 |
1.4Ghz Athlon (Chilled nicely)VIA at Computex 2000 - Taipei World Trade Center | milo_morai | - | 5/31/2000 |
| 113548 |
Joe, I think in the future MP on single Die and SMP systems will become more pr | milo_morai | - | 5/31/2000 |
| 113547 |
panic mob: Re: "Are you sure your wife doesn't watch CNBS or read SI? | niceguy767 | - | 5/31/2000 |
| 113546 |
Ted, RE<The supposed hot PC market appears to have headed south.> Not in | xun | - | 5/31/2000 |
| 113545 |
Crazyman, It's about 6% discount.I think they wait with Thunderbird pricin | Bert Herman | - | 5/31/2000 |
| 113544 |
OT Hi Brushwud, I recently recommended to one well-known entrepreneur/investor | Amy J | - | 5/31/2000 |
| 113543 |
RE: "if they are willing to go across town for a new job and the highest b | Amy J | - | 5/31/2000 |
| 113542 |
RE: "Raza Foundries will function as an incubator.... Assistance from the | Amy J | - | 5/31/2000 |
| 113541 |
RE: TBird benchmark discrepancies Remember the same thing happened with early | Gopher Broke | - | 5/31/2000 |
| 113540 |
<i>Would be cool if it is true. Looks like AMD was not suckered into cont | tejek | - | 5/31/2000 |
| 113539 |
<i>SV will remain the center of the industry until the earth moves it tow | tejek | - | 5/31/2000 |
| 113538 |
Charles, Re: <i><- By making sure that Dell does not get K6s and feel | ptanner | - | 5/31/2000 |
| 113537 |
I'm here. I haven't gone anywhere. Haim | Haim Barad | - | 5/31/2000 |
| 113536 |
Scumbria...Albuquerque is located in a rift valley that is geologically active. | jbkelle | - | 5/31/2000 |
| 113535 |
Joe, <i>, Intel currently has 5 fabs producing microprocessors (someone | Scumbria | - | 5/31/2000 |
| 113534 |
Kash, <i>Most of the news FABS are in earthquake zones.</i> Intel | Scumbria | - | 5/31/2000 |
| 113533 |
Should AMD start building another fab? Considering the current fab capacity fo | Joe NYC | - | 5/31/2000 |
| 113532 |
The network processor is being addressed by configurable microprocessor IP. For | revision1 | - | 5/31/2000 |
| 113531 |
Steve Lance designed the HEAT SINK for Athlon didn't he? I must have confu | milo_morai | - | 5/31/2000 |
| 113530 |
<Acording to the amd zone, Salomon Smith Barney says Dell asked for and was | Charles R | - | 5/31/2000 |
| 113529 |
Ted, There are lots of state of the art chips being designed outside of SV. N | Scumbria | - | 5/31/2000 |
| 113528 |
Cirrus, This slide: amd.com suggests that there would be only 1 Northbridge. | Joe NYC | - | 5/31/2000 |
| 113527 |
Re: "... Maybe the trade you saw was a European trade." ted, I orde | manfredhasler | - | 5/31/2000 |
| 113526 |
Jozef - RE: "Would you need 1 or 2 North Bridges for something like this?& | Cirruslvr | - | 5/31/2000 |
| 113525 |
Re: <i>I don't quite understand what you mean by "we were guided | chic_hearne | - | 5/31/2000 |
| 113524 |
<i>Does this mean that any split (3 for 1 or 2 for 1) is based on 200,000 | brushwud | - | 5/31/2000 |
| 113523 |
Cirrus, <i>Mustang and 770 should be one FAST platform. Assuming it has | Joe NYC | - | 5/31/2000 |
| 113522 |
<i>Austin is one of the few places with enough microprocessor talent, tho | tejek | - | 5/31/2000 |
| 113521 |
<i>Yahoo, Fidelity and your explanation agree 100%.</i> Al, Of co | tejek | - | 5/31/2000 |
| 113520 |
Yougang - RE: "AMD: Outlook on Manufacturing Ramp Positive" Thanks f | Cirruslvr | - | 5/31/2000 |
| 113519 |
<i>ted-- Too much foreplay leads to anti-climax.</i> -Eric, Not i | tejek | - | 5/31/2000 |
| 113518 |
Re: <i>Now 153 million + 40 million + 7 million = 200 million shares...no | chic_hearne | - | 5/31/2000 |
| 113517 |
OT Scumbria - RE: "Atiq is developing a network processor, about 2 years t | Cirruslvr | - | 5/31/2000 |
| 113516 |
<i>Someone mentioned a 4 for 1 was not possible, why? 172,000,000 x 4 = 6 | brushwud | - | 5/30/2000 |
| 113515 |
Yougang Xiao, First of all, thats to Albert for sending the this report <i | Joe NYC | - | 5/30/2000 |
| 113514 |
Ted, <i>Wasn't it an Austin team that developed the Athlon?</i> | Scumbria | - | 5/30/2000 |
| 113513 |
Here is an interesting post by Dale LaRoy Splitstone on Aces BBS, estimating # | Joe NYC | - | 5/30/2000 |
| 113512 |
Ted, <i>Maybe the trade you saw was a European trade.</i> Possibl | Scumbria | - | 5/30/2000 |
| 113511 |
<i>Any company in their right mind wouldn't move to Silicon Valley. | tejek | - | 5/30/2000 |
| 113510 |
<i>There was some discussion on the thread about this over the weekend. W | tejek | - | 5/30/2000 |
| 113509 |
Steve, Atiq is developing a network processor, about 2 years too late. C-Port | Scumbria | - | 5/30/2000 |
| 113508 |
Scumbria, re:Lance Smith yahoo.cnet.com Thanks, I never heard of Mr Smith be | steve harris | - | 5/30/2000 |
| 113507 |
Steve, Lance Smith was the marketing? guy who presented K6 at Microprocessor F | Scumbria | - | 5/30/2000 |
| 113506 |
<i>Intel has explained that their customers have a certain expectation fo | tejek | - | 5/30/2000 |
| 113505 |
Joe, RAZA is our "friend". Add him to our list of friends. And just | steve harris | - | 5/30/2000 |
| 113504 |
From Albert: 03:24pm EDT 30-May-00 Salomon Smith Barney (JOSEPH 415-955-4998) A | Yougang Xiao | - | 5/30/2000 |
| 113503 |
Hello Joe, Re: <i>it's not fully functional...</i> How does a | crazyoldman | - | 5/30/2000 |
| 113502 |
steve, Would you invest your money in a venture fund managed by Atiq Raza? Co | Joe NYC | - | 5/30/2000 |
| 113501 |
Hello Bert, Re: <i>And I found a very good solution for that. I always s | crazyoldman | - | 5/30/2000 |
| 113500 |
Joe AMD is doomed, "Defectors" LOL yahoo.cnet.com My next questi | steve harris | - | 5/30/2000 |
| 113499 |
crazyoldman, I am not sure if this was posted, but here is another thing from | Joe NYC | - | 5/30/2000 |
| 113498 |
Dear Mr ted, Yahoo, Fidelity and your explanation agree 100%. The following da | Alighieri | - | 5/30/2000 |
| 113497 |
ted-- Too much foreplay leads to anti-climax. -Eric | Eric K. | - | 5/30/2000 |
| 113496 |
Hello Joe, Just saw this on AMDzone amdzone.com, I know its early for credible | crazyoldman | - | 5/30/2000 |
| 113495 |
Dan, I think normally, it doesn;t take much for the motherboard to support a h | Joe NYC | - | 5/30/2000 |
| 113494 |
Re: Doesn't this make a 4 for 1 possible? Or two 2 for 1's? chic, I t | ajbrenner | - | 5/30/2000 |
| 113493 |
<i>According to Fidelity Research: Percent of Institutional Shares Owne | tejek | - | 5/30/2000 |
| 113492 |
Re: Did you notice the post I made concerning the Asus [Socket] A board said T- | Dan3 | - | 5/30/2000 |
| 113491 |
Chic, I'm not the one to ask regarding splits. They're bullish, but re | 5dave22 | - | 5/30/2000 |
| 113490 |
<i>Now we knew to know the dates of that and the fidelity 71% institution | Alighieri | - | 5/30/2000 |
| 113489 |
<Evidently they are talking with Dell on a daily basis, and have turned the | kapkan4u | - | 5/30/2000 |
| 113488 |
<i>rolling on the floor laughing my ass off," not to be confused wit | tejek | - | 5/30/2000 |
| 113487 |
Re: <i>I'm with Chic, $200 by end of the year is doable, if not proba | chic_hearne | - | 5/30/2000 |
| 113486 |
Bert <i>Now can you explain what ROTFLMAO means.</I> I would expl | tejek | - | 5/30/2000 |
| 113485 |
Max <I think Dell will get in when the 760 chipset is ready. I expect this c | 5dave22 | - | 5/30/2000 |
| 113484 |
max, <i>DDR266+1.2Ghz TBird will be platform that Dell won't be able | Joe NYC | - | 5/30/2000 |
| 113483 |
brushwud, 250,000,000 was (before the increase) the number of authorized share | Joe NYC | - | 5/30/2000 |
| 113482 |
Haim, Where are you? Have you been promoted too? [TM PB] Make it so, Mysef | steve harris | - | 5/30/2000 |
| 113481 |
Did you notice the post I made concerning the Asus Slot A board said T-bird and | Jim McMannis | - | 5/30/2000 |
| 113480 |
I think Dell will get in when the 760 chipset is ready. I expect this chipset t | porn_start878 | - | 5/30/2000 |
| 113479 |
Re: The 70% yield @ 1.5Gig rumors are what we have been questioning...and right | Dan3 | - | 5/30/2000 |
| 113478 |
Re: <i>I am going on my typical 1 week summer vacation starting tomorrow. | chic_hearne | - | 5/30/2000 |
| 113477 |
Ratbert - RE: "Salomon Smith Barney says Dell asked for and was turned dow | Cirruslvr | - | 5/30/2000 |
| 113476 |
<i>Only 172,000,000 shares is our friend...</i> I think this numbe | brushwud | - | 5/30/2000 |
| 113475 |
Jim, <i>She enjoys living in a over priced apartment in Palo Alto vs a n | Scumbria | - | 5/30/2000 |
| 113474 |
Scumbria, re: FABS in SV I think it has nothing to with San Andreas. Most of | kash johal | - | 5/30/2000 |
| 113473 |
RE:"It isn't quite that simple. There are lots of microprocessor proje | Jim McMannis | - | 5/30/2000 |
| 113472 |
<i>I have a thought... the next time an investor asks me this question, I | brushwud | - | 5/30/2000 |
| 113471 |
Jim, <i>You would like move in a second if you could get a similar job i | Scumbria | - | 5/30/2000 |
| 113470 |
RE:"Nobody is building fabs here. It would be insane to put a lot of sensi | Jim McMannis | - | 5/30/2000 |
| 113469 |
RE:"Try doing that in Florida....." Or Dresden? I guess if you don& | Jim McMannis | - | 5/30/2000 |
| 113468 |
Jimmy, re: "FABS" There are NO real leading edge wafer fabs in the | kash johal | - | 5/30/2000 |
| 113467 |
Jim, Nobody is building fabs here. It would be insane to put a lot of sensiti | Scumbria | - | 5/30/2000 |
| 113466 |
<i>I heard one of the large SV companies intends to grow 50% of its futur | brushwud | - | 5/30/2000 |
| 113465 |
RE:"New companies start every day in silicon valley. There are not many pl | Jim McMannis | - | 5/30/2000 |
| 113464 |
Jimmy, re:"Any company in their right mind wouldn't move to Silicon V | kash johal | - | 5/30/2000 |
| 113463 |
RE:"I disagree. AMD and Dell do talk all of the time, but whether Dell is | Jim McMannis | - | 5/30/2000 |
| 113462 |
<i>What is the size of AMD's tax loss carryforward in $/SHARE ? Even | brushwud | - | 5/30/2000 |
| 113461 |
Jim, <i>Any company in their right mind wouldn't move to Silicon Val | Scumbria | - | 5/30/2000 |
| 113460 |
Ted, There was some discussion on the thread about this over the weekend. Whe | Scumbria | - | 5/30/2000 |
| 113459 |
<i>AMD and Dell talk all the time. </i> I disagree. AMD and Dell | EricRR | - | 5/30/2000 |
| 113458 |
RE:"Percent held by institutions = 57%" Much better. Now we knew to | Jim McMannis | - | 5/30/2000 |
