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Politics
Formerly About Advanced Micro Devices
An SI Board Since September 1995
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Emcee:  Duncan Baird Type:  Unmoderated
Introduction Compact
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119457Volume is good. 400K in last 20 minutes. At least that's the diff between YdougSF30-7/6/2000
119456I bet SSB's funds did GREAT last quarter, since they sold the semis in the ldougSF30-7/6/2000
119455<i>Short on posts (if you can call some of them that)...no, but short on itejek-7/6/2000
119454dougSF30: Re: "77 1/8 RTQ -- big block just drove it up a point..." niceguy767-7/6/2000
11945377 1/8 RTQ -- big block just drove it up a point...dougSF30-7/6/2000
119452hmaly: Re: "Elmer probably has and will keep on making up stories as long niceguy767-7/6/2000
119451Yup, in the green. That's nice to see. Let's hope it continues. 80 woulddougSF30-7/6/2000
119450AMD RTQ: 76 1/4; up 1!tejek-7/6/2000
119449Niceguy ...Re..<<<<<<<<<b>If they are still yappinhmaly-7/6/2000
119448Robert Hummer: Results talk...Q2 record earnings for the 3rd successive quarterniceguy767-7/6/2000
119447Harry, Re.: Intel and chipset business. I remember the introduction of the penBert Herman-7/6/2000
119446Ratbert, <i>Micron could even be the first vendor with a multiple CPU Pravin Kamdar-7/6/2000
119445Joe Re..<<<<<b>The advantage is that the probability of bothhmaly-7/6/2000
119444DRBES: The Nasdaq just turned positive again...To me that signals that the SSB niceguy767-7/6/2000
119443Yousef, no I think not, given that they're talking about Tbirds next week whdougSF30-7/6/2000
119442agree... money talk, if AMD can deliver a stunning earnings it will shut the anaHammerHead-7/6/2000
119441ANALysts, why do they do this? <i>Advanced Micro Devices Inc.: DowngradedEricRR-7/6/2000
119440<i>Has this been posted? Micron Althon SMP. CPU Support: Including SMP Attejek-7/6/2000
119439Elmer Re..<<<<<<<b>It was exactly the reason Intel enthmaly-7/6/2000
119438Robert Hummer: Re: "We might see Intel starts pre-earnings rally from hereniceguy767-7/6/2000
119437DRBES: Re: "Is it not amazing how reliably that the "yep" trio (niceguy767-7/6/2000
119436We might see Intel starts pre-earnings rally from here and lift semi up. I expecHammerHead-7/6/2000
119435Has this been posted? Micron Althon SMP. <i>CPU Support: Including SMP AtEricRR-7/6/2000
119434Is it not amazing how reliably that the "yep" trio (youseF, elmeR, &amDRBES-7/6/2000
119433Yousef, <i>When will this chipset be available, Bill ?? Is this why you aJoe NYC-7/6/2000
119432Elmer, I think the similarity is that both Intel and AMD will have their own chJoe NYC-7/6/2000
119431Bill, Re: "It is my understanding that as soon as an SMP chipset is ready Yousef-7/6/2000
119430Re: "It is possible that Intel and AMD are going to have similar strategy rElmer-7/6/2000
119429Finally, signs of the much awaited reversal in AMD price direction as AMD has bniceguy767-7/6/2000
119428Dan2.5, Re: "They are on the shelves at Comp USA ..." Your "FUDYousef-7/6/2000
119427Doug, Re: "Why is Compaq introducing new systems featuring Classic AthlonsYousef-7/6/2000
119426Re: "Elmer, Intel entered the chipset market to make money. They found it nElmer-7/6/2000
119425Re: "Elmer, Is the celeron SMP? or is that core broken I thought the AthlonElmer-7/6/2000
119424Cirruslvr, Re: "No.. Maybe THEWATSONYOUTH would know." I wonder if hYousef-7/6/2000
119423Goutama, Re: " ... Hiding behind an ethnic alias is one thing ... Just my Yousef-7/6/2000
119422revision1: Re: "A note indicating possible stock price manipulation and laniceguy767-7/6/2000
119421Re: They are all "Coming soon." They are on the shelves at Comp USA.Dan3-7/6/2000
119420Elmer, <i>If you remember back to when Intel entered the chipset businessJoe NYC-7/6/2000
119419Milo, <i>Your probably correct as roadmap shows 4Q/1Q, but a 3Q would be Joe NYC-7/6/2000
119418Elmer, Intel entered the chipset market to make money. They found it not as profBill Jackson-7/6/2000
119417Elmer, Is the celeron SMP? or is that core broken I thought the Athlon was SMP cBill Jackson-7/6/2000
119416Richard, What a dog of a website CPQ has. If I want to know where there is a retBill Jackson-7/6/2000
119415Get real! SSB lowered their AMD rating from Buy with a $135 target to OutperformEric K.-7/6/2000
119414tejek... I missed you over at the RAMBUS thread. No matter. You won't belirichard surckla-7/6/2000
119413Don't fight it, just take advantage of the misinformation merchants and averGeorge T. Santamaria-7/6/2000
119412Conclusion to the IBD article Cirruslvr, Here is the full text from today'survivin-7/6/2000
119411Repost Given the lack of substance in the SSB report this morning, and apparentrevision1-7/6/2000
119410Pretty staggering to see how far out in front Intel is in this server market. NoElmer-7/6/2000
119409Re: "The bottom line is that 815 is not a Via clone. On the other hand, I fElmer-7/6/2000
119408Rebuttal by semi analyst: radiowallstreet.com Pravin.Pravin Kamdar-7/5/2000
119407Dan it could be a error considering CPQ rep said new Enhanced Cache PC's commilo_morai-7/5/2000
119406Re: Thanx Doug for the Compaq T-bird link on Yayhoo Those are classics. Check Dan3-7/5/2000
119405<i>Ted - I left to go out of town last Thursday - around 1:15 pst. At thattejek-7/5/2000
119404Doug I spoke with CPQ sales rep said T-birds coming next week sometime. Don'milo_morai-7/5/2000
119403The analyst stands alone July 05, 2000 by Stefani Lako Baldwin In Greek mythmilo_morai-7/5/2000
119402I got it from Mani-- trouble is, it ISN'T TBird, it's Classic. Why is CdougSF30-7/5/2000
119401Jim: Re: "Complaints about Wall Street shenanigans have been around for a niceguy767-7/5/2000
119400Thanx Doug for the Compaq T-bird link on Yayhoo athome.compaq.commilo_morai-7/5/2000
119399Right, looks like dual Kryotech comes after single-Tbird system and single-MustadougSF30-7/5/2000
119398Your probably correct as roadmap shows 4Q/1Q, but a 3Q would be a pleasant surprmilo_morai-7/5/2000
119397Here it is Dual Kryo kryotech.commilo_morai-7/5/2000
119396Milo, thanks for the timestamp-- I could believe they're planning a dual sysdougSF30-7/5/2000
119395Edit...never mind, my mistake, sorry ManiMani1-7/5/2000
119394Well, so far, Rambus's lawyers have held up against one of their "allieDaniel Schuh-7/5/2000
119393<i> Interesting commentary on today's action! Its worth the read.<tejek-7/5/2000
119392From: "KryoTech Newsletter" <newslet@kryotech.com> Date: Wed, 05milo_morai-7/5/2000
119391SiS730S product Overview The single chipset, SiS730S, provides a high performamilo_morai-7/5/2000
119390Milo, when was that Kryotech newsletter sent? I guess the info will be releaseddougSF30-7/5/2000
119389<i>SI Goutama eps contest average guess on closing price after earnings=$1porn_start878-7/5/2000
119388KryoTech newsletter subscriber, So far the year 2000 has been very exciting formilo_morai-7/5/2000
119387Re: AMD moderated thread, Just in case some missed it this AM, there is now a AMani1-7/5/2000
119386It appears that RAMBUS is using Lawyers for "muscle" and had hoped forJim McMannis-7/5/2000
119385Nah, Rambus doesn't really fit the Mafia analogy, the Mafia supplies its ownDaniel Schuh-7/5/2000
119384Well, the "and then some" part is certainly dubious, since Via had extDaniel Schuh-7/5/2000
119383Dan, all from Gene Parrot on RMBS thread, some reading on VIA/INTC. ebnews.comsteve harris-7/5/2000
119382Re: I feel like Intel is now voluntarily giving some of the chipset market to ViDan3-7/5/2000
119381Re: I left to go out of town last Thursday - did I miss anything? I made 25 centDan3-7/5/2000
119380Cirruslvr: "...and an article about how <b>AMD doesn't have produBjörn-7/5/2000
119379"Perhaps the SEC will put under the microcope just who won and who lost todJim McMannis-7/5/2000
119378Scumbria... >><i>Soon we will have Rambus collecting royalties from richard surckla-7/5/2000
119377Jim: Re: "You don't expect them to sell AFTER the downgrade do you?&quniceguy767-7/5/2000
119376Joe, <If Intel was really aggressive, 815 could retake some of the lost markeTenchusatsu-7/5/2000
119375Chase H&Q to the rescue: Strong defense of semis, AMD in particular, at ON24dougSF30-7/5/2000
119374Ted - I left to go out of town last Thursday - around 1:15 pst. At that point w5dave22-7/5/2000
119373Joe, That thought had passed my mind... Intel for the sake of selling processorsJim McMannis-7/5/2000
119372Interview with Ruiz In today's "Investor's Business Daily" thCirruslvr-7/5/2000
119371Richard, <i>Stealing chipset business! Why not do it the old fashioned waScumbria-7/5/2000
119370Jim, <i>I wonder if VIA could develop a DDR or SDRAM chipset for Willy beJoe NYC-7/5/2000
119369tejek... >><i>Did you not read the articles from last week....VIA isrichard surckla-7/5/2000
119368RE:"I still wonder if this deal is not just a first part of a broader licenJim McMannis-7/5/2000
119367Jim, <i>I'd also put my higher margin/no royalty stuff on higher prioJoe NYC-7/5/2000
119366NG, RE:"Comment: Surely their actions wouldn't be so transparently blaJim McMannis-7/5/2000
119365NG, RE:"Comment: Surely their actions wouldn't be so transparently blaJim McMannis-7/5/2000
119364Tenchusatsu, <i>You make it sound like the fight is already over, as if iJoe NYC-7/5/2000
119363Maybe a game of chicken, Joseph figured someone would make the call of semi slowChung Lee-7/5/2000
119362Jim: Re: "Let's read between the lines here... Salomon Smith Blaniceguy767-7/5/2000
119361"RE:"Now about RMBS, its going down....maybe not today or tomorrow butJim McMannis-7/5/2000
119360RE:"- Via will continue to drag it's feet supporting AMD, Athlon supporJim McMannis-7/5/2000
119359RE:"So, I think the order of collapse in case of industry down turn should Jim McMannis-7/5/2000
119358OT <i>Hey tejek... Well now that VIA has settled with INTEL we have to astejek-7/5/2000
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