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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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ReplyMessage PreviewFromRecsPosted
119557Petz - questions is ... why are you watching the last place Padres? I'm hap5dave22-7/6/2000
119556Ted, >To be honest, for AMD, I think EPS will play a lesser role than revenuGoutam-7/6/2000
119555Petz, were you able to get historical options quotes from that website I gave yoElmer-7/6/2000
119554dave, re: AMD TV advertising. I noticed watching a Padres game that there was anPetz-7/6/2000
119553Fortune magazine ad. You guys should check this out. I just got my Fortune with5dave22-7/6/2000
119552niceguy, earlier today you said Dresden was at 25% capacity. (#119479). Any souPetz-7/6/2000
119551<i>then SSB craps on the AMD parade. </i> I'm not so sure about EricRR-7/6/2000
119550ajb, <i>The way I'm looking at it is AMD gives SSB work then SSB crapJoe NYC-7/6/2000
119549Niceguy,Tejek,Somebody, Anybody, Please explain this buy back as it relates toajbrenner-7/6/2000
119548<i>Now you say anyone can buy an Intel chipset and P-IIIs and make a SMP sericneu-7/6/2000
119547ted: Re: "Salomon Smith Barney is the dealer manager and solicitation ageniceguy767-7/6/2000
119546<i> Some details...pls note who the solicitation agent is....brings up thetejek-7/6/2000
119545Re: "Now you say anyone can buy an Intel chipset and P-IIIs and make a SMP Elmer-7/6/2000
119544>> There is zero doubt from my perspective that a 3rd successive record brf.simons-7/6/2000
119543If AMD comes in at $1.30, we're still observing an annualized sequential groEric K.-7/6/2000
11954217:19 [AMD] ADVANCED MICRO DEVICES BEGINS OFFER FOR OUTSTANDING $400 MLN OF SENIsurvivin-7/6/2000
119541Elmer, SMP was disabled in the celery after it ate a few too many Xeons for luncBill Jackson-7/6/2000
119540Soyo KT133 mobo announced! amdzone.com DougdougSF30-7/6/2000
119539Elmer, They were able to do well as they knew more about the inner details of thBill Jackson-7/6/2000
119538Yousef, We all hear rumors that this co and that co are hard at work on such a cBill Jackson-7/6/2000
119537Frank, You wrote "To make it fairer, assume that AMD comes in at 1.30. Tminnow68-7/6/2000
119536Frank, <i>Let's assume 1.30. That would give AMD a sequential increasJoe NYC-7/6/2000
119535f.simons: Re: "Let's assume 1.30. That would give AMD a sequential incniceguy767-7/6/2000
119534<i>I noticed it. I am glad that at least one AMDroid did too. Probably bectejek-7/6/2000
119533<i>I'm both an Intel and an AMD long. Will I do? I didn't trash AMtejek-7/6/2000
119532<i>Let's assume 1.30. That would give AMD a sequential increase of.13,tejek-7/6/2000
119531>>Q2 is also considered to be the slowest quarter. So a sequential gain off.simons-7/6/2000
119530Re: "and used crooked benchmarks as noted by Demond of RWT in Jan, and denoElmer-7/6/2000
119529Fuddy: Re: "I didn't trash AMD because I think it's undervalued anniceguy767-7/6/2000
119528>>I noticed yesterday that the Intel longs did not come over to trash us wf.simons-7/6/2000
119527Frank - RE: "Let's assume 1.30. That would give AMD a sequential increaCirruslvr-7/6/2000
119526>>Your analysis assumes people expect the 232% a quarter earnings growth.&f.simons-7/6/2000
119525Re: "I noticed yesterday that the Intel longs did not come over to trash usElmer-7/6/2000
119524Micron DDR SMP chipset link (from overhols on mod thread) sysopt.earthweb.com dougSF30-7/6/2000
119523>>The whisper number is $1.28. I would think anything beating that number f.simons-7/6/2000
119522Elmer Re..<<<<<<b>The reason Intel changes busses, which thmaly-7/6/2000
119521DARBES, re: fat lady singing... I didn't know Jerry did drag, but I'm nodougSF30-7/6/2000
119520re: "Shall we begin again?" The fat lady does not even know where theDRBES-7/6/2000
119519<i>77 1/4 on the nose. We are at Friday's close again. Before Nice Montejek-7/6/2000
11951877 1/4 on the nose. We are at Friday's close again. Before Nice Monday and BdougSF30-7/6/2000
119517ted: Re: "Not today...RTQ...77 3/4 and climbing." Comment: Geeeeez, niceguy767-7/6/2000
119516re: "I prefer YPE (wipe)" OKAY! "ype" is officially added tDRBES-7/6/2000
119515<i>Re:"RTQ 77...AMD is starting to rally again!" Comment: Shhhhtejek-7/6/2000
119514Strong at the finish, as usual. 77 1/2. Go, go, go. <eom> DougdougSF30-7/6/2000
119513RTQ.....77 3/8...a new high for the day and climbing!tejek-7/6/2000
119512re: "Elmer double billing" elmeR will not get double billing...unlessDRBES-7/6/2000
119511OKAY...pey3 is also a candidate as well (so long as it is pronounced pee)! PleaDRBES-7/6/2000
119510<i>Should it be yep or pey (appropriately pronounced pee)? Let us have a EricRR-7/6/2000
119509Giddyup!!!niceguy767-7/6/2000
119508DRBES: rE: "Should it be yep or pey (appropriately pronounced pee)?" niceguy767-7/6/2000
119507I vote for "yeLp" even though it gives Elmer double billing. <eom&gdougSF30-7/6/2000
119506Hmmm, good point. Why don't more venture funds do this then? I guess CMGI mudougSF30-7/6/2000
119505To the various thread members and on a more serious note: RE: Message 14001541DRBES-7/6/2000
119504Ding! ding! ding! 30 minute bell. We need volume. Let's go. <eom> DoudougSF30-7/6/2000
119503<i>I can't run a venture fund, incorporate a shell around it, go publiEricRR-7/6/2000
119502Although I was joking about SEC regulation of venture funds, at what point woulddougSF30-7/6/2000
119501ted: Re:"RTQ 77...AMD is starting to rally again!" Comment: Shhhhh!!niceguy767-7/6/2000
119500Harry, <i>Re: The advantage is that the probability of both internal and Joe NYC-7/6/2000
119499I noticed yesterday that the Intel longs did not come over to trash us when AMD tejek-7/6/2000
119498<i>Intel the Venture Fund (w/a side order of chips). Hmmm. When you look atejek-7/6/2000
119497RTQ 77...AMD is starting to rally again!tejek-7/6/2000
119496dougSF30: Re: "Dow and Nas going positive. Rally to close?" Comment:niceguy767-7/6/2000
119495Intel the Venture Fund (w/a side order of chips). Hmmm. When you look at it thatdougSF30-7/6/2000
119494<i> AMD should be trading at about $55,885 per share. </i> I wondTimF-7/6/2000
119493dougSF30: Re: "How about a positive alignment of Mercury and Jupiter, withniceguy767-7/6/2000
119492<i>I think the analysts are being incredibly gullible. IMO Intel are not dtejek-7/6/2000
119491<i>I've read it; is it not the case that Intel just told analysts to itejek-7/6/2000
119490I'm getting more and more reports of the next generation of T-bird/Duron motJim McMannis-7/6/2000
119489Re: <i>I think they should've left it alone.</i> I think the anGopher Broke-7/6/2000
119488Your analysis assumes people expect the 232% a quarter earnings growth. This isminnow68-7/6/2000
119487I've read it; is it not the case that Intel just told analysts to include a dougSF30-7/6/2000
119486<i>"I just opened my latest issue of Fortune (Gates on the cover) andtejek-7/6/2000
119485More SI weirdness...see next post.tejek-7/6/2000
119484<i>I think they should've left it alone.</I> Doug You need to tejek-7/6/2000
119483But even Intel could break it down properly then, reporting $0.80, excluding a odougSF30-7/6/2000
119482<i>But what would constitute a "stunning earnings" report? I am tejek-7/6/2000
119481RE:"Re: Intel earnings estimates... Has Intel lost it? By forcing analysts Jim McMannis-7/6/2000
119480I just got this email from my wife. "I just opened my latest issue of Fort5dave22-7/6/2000
119479RE:"Any number less than 3.32 will represent a slowdown in earnings growth,Jim McMannis-7/6/2000
119478Dow and Nas going positive. Rally to close? DougdougSF30-7/6/2000
119477Who knows, fsimons, but we can guess what they'd make of a ttm P/E of 35 in dougSF30-7/6/2000
119476Re: Intel earnings estimates... Has Intel lost it? By forcing analysts to includdougSF30-7/6/2000
119475>>if AMD can deliver a stunning earnings it will shut the analyst's mof.simons-7/6/2000
119474How about a positive alignment of Mercury and Jupiter, with Mars retrograding thdougSF30-7/6/2000
119473<i>Intel is invincible!!</i> ______________________________________tejek-7/6/2000
119472GopherBroke: Re: "My theory is that there will be a quantum jump at the $niceguy767-7/6/2000
119471dougSF30: The DOW as well as the Nasdaq provide the environmental backdrop withniceguy767-7/6/2000
119470<i>My theory is that AMD will close between 72 and 84 today, with volume btejek-7/6/2000
119469Unfortunately, that ON24 interview with the SSB pest is sitting on top of the AMdougSF30-7/6/2000
119468Re: "EP; if that is the reason Intel entered the chipset business, Intel isElmer-7/6/2000
119467<i>Volume is good. 400K in last 20 minutes. At least that's the diff tejek-7/6/2000
119466My theory is that AMD will close between 72 and 84 today, with volume between 3.dougSF30-7/6/2000
119465My theory is that there will be a quantum jump at the $80 mark. This is becauseGopher Broke-7/6/2000
119464What does the DOW have to do with AMD? I know AMD is listed on the NYSE, but it dougSF30-7/6/2000
119463As mentioned earlier in the day, things could really heat up today for AMD if thniceguy767-7/6/2000
119462ON24 has the SSB moron who wrote the semi report babbling on... Again, it was adougSF30-7/6/2000
119461Re: guess who's picking up a lot of AMD. No! SSB? Must be a short-term valudougSF30-7/6/2000
119460Great quote for Joseph at SSB: In a separate report, the Commerce Department sadougSF30-7/6/2000
119459Ratbertryand....Re..<<<<<<<b>ANALysts, why do they do thhmaly-7/6/2000
119458<i>I bet SSB's funds did GREAT last quarter, since they sold the semistejek-7/6/2000
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