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To: Harvey Allen who wrote (88757)10/2/2002 4:19:43 PM
From: Jim McMannis
of 273330
 
RE:"Dell Computer Corp. on Monday confirmed that it is considering selecting the Advanced Micro Devices Opteron Hammer MPUfor an upcoming server product. A decision is due by the end of the year, a Dell spokesman said.
Dell has always used Intel processors for its PC, workstation and server lines, to the exclusion of AMD. Adding the Opteron chip would be a major breakthrough for AMD, which has long sought to crack the solid Intel phalanx at Dell.

Intel must have tried to raise prices on Dell. Every time the AMD/Dell rumors start Dell must need a better price from Intel.

OTOH, itanium continues to be a DUD...AMD has the opening but not the ability. Sad.

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To: Mani1 who started this subject10/2/2002 4:22:56 PM
From: TGPTNDR
of 273330
 
AMD Updates Third Quarter Outlook
Company Will Report Lower than Expected Third Quarter Sales

I didn't expect this 'till tomorrow.

biz.yahoo.com 

-tgp

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To: TGPTNDR who wrote (88760)10/2/2002 4:35:36 PM
From: Eric K.
of 273330
 
Wow. I haven't seen the official release yet, but that's a pretty nasty miss. I thought they had reached a bottom on the revenue line, but I guess you always have to give AMD another chance to blow it-- the "liquidity concerns" talk is going to come quite a bit sooner, not to mention this is going to mean a ~($300M) quarter, which really accelerates the date by which hammer has to be in bulk or an economy pick-up needs to be delivered.

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To: TGPTNDR who wrote (88760)10/2/2002 4:37:47 PM
From: 5dave22
of 273330
 
That's gonna be a huge loss for the quarter. Not much cash left to burn. What a shame, these guys have pissed away so much of their credibility.

Amazing though, if AMD drops a couple of bucks - I'll buy some shares just based on the Dell info.

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To: Eric K. who wrote (88761)10/2/2002 4:40:30 PM
From: TGPTNDR
of 273330
 
Eric, Re: <I thought they had reached a bottom on the revenue line, but I guess you always have to give AMD another chance to blow it...>

There's going to be lots of misses this Q, tech. and otherwise..

AMD will not be alone.

But I find myself too short of shorts and long of longs.

-tgp

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To: 5dave22 who wrote (88756)10/2/2002 4:46:23 PM
From: heatsinker2
of 273330
 
5dave22- Nice job with your portfolio.

?? My portfolio is worth 50% of what I put in. While other have lost more, I don't deserve any compliments.

I'm just glad I did the AMD/EP switcheroo earlier in the week. The sales miss is astonishing. AMD around $3 tomorrow, no?

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To: TGPTNDR who wrote (88763)10/2/2002 4:46:50 PM
From: bacchus_ii
of 273330
 
As usual my timing yesterday was horrible :-(

Gottfried

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To: andreas_wonisch who wrote (88758)10/2/2002 4:47:19 PM
From: Bill Jackson
of 273330
 
Andreas, This is a little OT, however the comparisons, if any, should be between Saddam and Adolf.
Peace in our time, was the cry of the hand wringing appeasers.
How easily WW2 could have been blocked by a firm stand in 1937-8 or even earlier as the Nazis re-armed covertly.

Do you see any similarity between "groveling Gore" and "Neville chambermaid"
wwnorton.com 

The truth of the matter is that Saddam has built a number of
bacterial culture vessels that are probably in the 50-100 gallon area. Anthrax grows very well in easily made blood media. Doubling time for it is ~60 minutes in blood media at blood temperature. That means a start culture of 5 ML of Anthrax that is already growing(not in spore form....can take a few days for the spores to germinate) turns into a lot of anthrax very soon. That means you
only need 24 hours to get 2*24 times as many as you started with. Anthrax has few limits to growth in such a reactor.
After this you need to make them into spores, so you filter them out and place them in isotonic salt water with very little glucose and then dilute the media with distilled water gradually(too quickly and the bacteria explode and die, from osmotic differential).
This combined starvation and osmotic stress triggers the bacteris to form spores. Once fully ensporulated you then filter and was with distilled water and spray into a drying tower that is dry but not hot enough to harm the germs.
You will get about 5-10% yield of spores from a single batch. since 1 CC = 1 trillion spores as dry powder, then 50 gallons gives you 12,500 CC of spores. Each one can do this 3-4 times per week.

Now the toxin ricin can be stripped from castor beans with a solvent extraction. 1 microgram will kill a person. As a fine dust it is deadly.

nerve gases are similarly easy to make in 50 gallon batches and the factory to do this would look like an office building since each 50 gallon reactor would take up about the space of an office desk.

Nuclear centrifuges based on high strength Aluminium can be similarly small, and numerous.

That means he can easily make a stealth factory for all these items based on a distributed stealth factory model.

A large factory is just more cost effective than smaller ones, but Saddam has lots of cash to devote to many smaller less efficient stealth plants. So that is what he is doing. Count on it.

Now this inspector BS, is just that, he will refuse to let you inspect, balk them at every turn and when the time is right unleash many many tones of spores and toxins at Israel and the USA. As we have seen a few spores go a long way. A high flying plane blowing spores 25 miles upwind of Chicago from 10,000 feet could make a large cloud that would settle over the area. About a week later there would be millions of casualties.
Now we know they have been trying to get crop dusting planes and there are careful watches on them now.

He could even use many small hydrogen ballons with a bag with a few ounces of anthrax and a jiggle that shook the bag. Just release a few 100 of them upwind from Chicago, or any major city and many many deaths would ensue.

I for one do not wish to stand idly by and let Saddam buy the time to complete his plans from the appeasers of the world.

Bill

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To: TGPTNDR who wrote (88763)10/2/2002 4:50:40 PM
From: Eric K.
of 273330
 
Re: There's going to be lots of misses this Q, tech. and otherwise... AMD will not be alone.

Regardless of whether you're a rat drowning by itself in the ocean or a rat on a sinking ship, you're still screwed!

Telecom is a nasty mess-- look at Lucent or Nortel or Corning. Besides ebay, the internet sector is ugly. Basically, 95% of tech is ugly, but, that doesn't make AMD any less ugly. I have no idea what to say-- it's hard to get excited about buying AMD until there is some evidence that Hammer will be free of binsplit or yield problems, but that info won't be here for six more months. Maybe if it hits the '91 low of $2 it's buyable on valuation only.

-Eric

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To: bacchus_ii who wrote (88765)10/2/2002 4:53:54 PM
From: TGPTNDR
of 273330
 
Gottfried, Last AMD trade I saw was at $4.51. I've a bid in.

-tgp

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