It's a significant performance improvement over the celeron and in some benchmarks (and games) gives a P3 CuMine a run.
I would find it hard to recommend for anyone to buy new celeron based machines except perhaps an overclocker who coud run their Cel 533 at 800. Even then, once you factor in the extra cooling, you would probably still be better off with the Duron (Which at least one MoBo manufacturer has claimed to be able to unlock the multiplier).
On another note, Yes AMD is a phenomenal investment oportunity, even at today's market price of 85$/Share. Earnings have smashed Wall Street estimates for the last 3 quarters and will do so again in July. Furthermore, Y2K earnings are giong to be AT LEAST 6.50/share. Some analysts are even seeing a possibility of more than $8/share. That's a P/E ratio of between 10 and 15. By any investor's standards that is an undervaluation and strong buying oportunity. For reference Intel's P/E is about 40. (lower is better) There is one more kicker. AMD will split before the end of Q3 (not official info, but the rumor mill has it as a certainty). My guess is 3 or 4 for 1.
With the Flash production completely sold out through the end of the year, the Flash division will be raking in the cash as well. Expect record quarters for AT LEAST Q2, Q3, and Q4 2000.
As for risk, AMD's achilles has always been production problems... Dresden (the new fab) is ramping up faster than expected and yields are exceeding expectations. The ONLY risk I see right now is the availablilty and quality od motherboards and chipsets for the new Athlon and Durons. The KT133 set from VIA is available now and new boards are being produced with it. This helps, but there is a possibility that there won't be enough chipsets produced to go around (at least at first). I would discount this risk since more manufacturers are jumping in and ALi is developing a DDR chipset as well as SiS.
Geez, this stock looks good.
That said, buying at the announcement of the K7 roadmap sure was a wise decision... Had I had the money available to buy any stock I would have done so as well... As it is, I got in in February this year at about 50. (Right before earnings anouncements drove the price up almost to where it is now). Excellent investing!
As for the flamebait comments here, whatever. There is no insider trading here... the info was public information. The stock didn't REALLY respond until AMD started to make good on the roadmap months later. Just my 0.02USD (2.35 after taxes)
Re:Had to love the chick in the leather outfit...
on
X-Files FPS Episode
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· Score: 1
Oooohhhh yeah!!!!!!! Any of you with late nite skin-emax might recognize her from the Emmanuelle (sp) series... All I can say is I've seen more of her than X-Files could show. In a word... WOW!!!!
Why should the Fed. get a tax on things bought over the net? They don't milk us for enough money on income, capital gains, FICA, Soc. Sec., etc? I don't think so.
If anyone should receive the tax on the business, it should be the state where the transaction takes place? The government is not entitled to sales tax in person-to-person transactions (like at your neighborhood Wal-Mart), the same applies here.
Let me get this straight.... The local government paid the cable companies to lay the cable? I don't think so... If anything, the cable co. had to pay the government to allow them to use the land. The only outside money that the cabel co's have is investor money. These investors get their money back from the cableco as it profits.
On top of this, the cable company is paying the government taxes (not the other way around) on its take.
I'm not a fan of cable companies... they price gouge, offer lousy service and support, usually, and are a general pain in the ass to deal with. However, its their cable. The fact that its paid for already doesn't mean a thing. My car is paid for, but I'm not obligated to car-pool, rent it out, time-share it, or even let a friend ride in it.
If people were required to share their major purchases and acquisitions when someone else needed access to them, what would be the incentive to actually buy or build anything? Why should I buy a car? I can just use yours. Why should I put a driveway in at my house... my neighbor's is next to my door anyway, I'll use his. Why should I even buy a house... etc.
Requiring community access in this fashion is a huge leap towards communism. We all saw how well that worked.
The cableco's took the risk of spending on laying the cable, they own it and can do with it as they please. period.
It seems most criticism of the article is of this aspect of it. Of this portion of the criticism, people are talking like this would make Linux too much like Windows.
The problem is that the single interface and distro is NOT what makes Windows so crappy. Windows is crappy for its bugginess, lack of speed and stability, and cost. The concept of one Distro and interface is really why Windows is as opular among general users as it is.
From the user standpoint, having hust one interface is less to think about in installing, using, learning about, etc... The average user doesn't want to change distros to use a different software package every day/week/month.
From the developer standpoint, having multiple distros and interfaces means having more to worry about in developing applications for Linux... Will my product work on all Linux Distros?? If not, which versions of which distro?? Do I develop for KDE, GNOME, both?
I like the idea of one distro/one interface... What I disagree with in the article is that the CLI has to go... It must stay and must retain every bit of functionality. Keep the commands the same. I see no problem in letting dum users have a dum interface.... but let the power users choose to use a power interface as well.
This may be a silly observation, but seeing this kind of effort being made to get Linux fuilly functional poses a challenge. If we want Linux to be the predominant desktop OS, it simply has to be easier to get working. The average user should not have to spend a week trying to get a modem to work. For those of us who know the computer inside and out, this is not an issue, but for someone who looks at even a VCR as a complete mystery this experience would be unacceptable.
Someone show me the plans to build it and I'll rush out to the local toy store and buy my building materials.
Of course, If I built a lego case, I'd feel obligated to buy the Mindstorm robotics kits and build a robotic arm on the top that would turn the machine on and off on command!
The performance of the K-7 promises to be much better than that of the PII and PIII. Aside from the obvious advantage of using the ev6 bus, the K-7's will also have a much larger L1 and L2 cache. The multiple paralell pipelines for both integer and floating point operations will give the K-7 and performance boost in the area where it has always fell short.
And as has been said many times over... Swappable with an Alpha...
Unless Intel has done more than increase the clock-rate and improved the multimedia and 3D performance, there will be no comparison between the PIII and the K-7.
Slashdot Mirror
It's a significant performance improvement over the celeron and in some benchmarks (and games) gives a P3 CuMine a run.
I would find it hard to recommend for anyone to buy new celeron based machines except perhaps an overclocker who coud run their Cel 533 at 800. Even then, once you factor in the extra cooling, you would probably still be better off with the Duron (Which at least one MoBo manufacturer has claimed to be able to unlock the multiplier).
On another note, Yes AMD is a phenomenal investment oportunity, even at today's market price of 85$/Share. Earnings have smashed Wall Street estimates for the last 3 quarters and will do so again in July. Furthermore, Y2K earnings are giong to be AT LEAST 6.50/share. Some analysts are even seeing a possibility of more than $8/share. That's a P/E ratio of between 10 and 15. By any investor's standards that is an undervaluation and strong buying oportunity. For reference Intel's P/E is about 40. (lower is better) There is one more kicker. AMD will split before the end of Q3 (not official info, but the rumor mill has it as a certainty). My guess is 3 or 4 for 1.
With the Flash production completely sold out through the end of the year, the Flash division will be raking in the cash as well. Expect record quarters for AT LEAST Q2, Q3, and Q4 2000.
As for risk, AMD's achilles has always been production problems... Dresden (the new fab) is ramping up faster than expected and yields are exceeding expectations. The ONLY risk I see right now is the availablilty and quality od motherboards and chipsets for the new Athlon and Durons. The KT133 set from VIA is available now and new boards are being produced with it. This helps, but there is a possibility that there won't be enough chipsets produced to go around (at least at first). I would discount this risk since more manufacturers are jumping in and ALi is developing a DDR chipset as well as SiS.
Geez, this stock looks good.
That said, buying at the announcement of the K7 roadmap sure was a wise decision... Had I had the money available to buy any stock I would have done so as well... As it is, I got in in February this year at about 50. (Right before earnings anouncements drove the price up almost to where it is now). Excellent investing!
As for the flamebait comments here, whatever. There is no insider trading here... the info was public information. The stock didn't REALLY respond until AMD started to make good on the roadmap months later.
Just my 0.02USD (2.35 after taxes)
Oooohhhh yeah!!!!!!! Any of you with late nite skin-emax might recognize her from the Emmanuelle (sp) series... All I can say is I've seen more of her than X-Files could show. In a word... WOW!!!!
Why should the Fed. get a tax on things bought over the net? They don't milk us for enough money on income, capital gains, FICA, Soc. Sec., etc? I don't think so.
If anyone should receive the tax on the business, it should be the state where the transaction takes place? The government is not entitled to sales tax in person-to-person transactions (like at your neighborhood Wal-Mart), the same applies here.
I wish I was a Politician... AACCKK!!
Let me get this straight.... The local government paid the cable companies to lay the cable? I don't think so... If anything, the cable co. had to pay the government to allow them to use the land. The only outside money that the cabel co's have is investor money. These investors get their money back from the cableco as it profits.
On top of this, the cable company is paying the government taxes (not the other way around) on its take.
I'm not a fan of cable companies... they price gouge, offer lousy service and support, usually, and are a general pain in the ass to deal with. However, its their cable. The fact that its paid for already doesn't mean a thing. My car is paid for, but I'm not obligated to car-pool, rent it out, time-share it, or even let a friend ride in it.
If people were required to share their major purchases and acquisitions when someone else needed access to them, what would be the incentive to actually buy or build anything? Why should I buy a car? I can just use yours. Why should I put a driveway in at my house... my neighbor's is next to my door anyway, I'll use his. Why should I even buy a house... etc.
Requiring community access in this fashion is a huge leap towards communism. We all saw how well that worked.
The cableco's took the risk of spending on laying the cable, they own it and can do with it as they please. period.
It seems most criticism of the article is of this aspect of it. Of this portion of the criticism, people are talking like this would make Linux too much like Windows.
The problem is that the single interface and distro is NOT what makes Windows so crappy. Windows is crappy for its bugginess, lack of speed and stability, and cost. The concept of one Distro and interface is really why Windows is as opular among general users as it is.
From the user standpoint, having hust one interface is less to think about in installing, using, learning about, etc... The average user doesn't want to change distros to use a different software package every day/week/month.
From the developer standpoint, having multiple distros and interfaces means having more to worry about in developing applications for Linux... Will my product work on all Linux Distros?? If not, which versions of which distro?? Do I develop for KDE, GNOME, both?
I like the idea of one distro/one interface... What I disagree with in the article is that the CLI has to go... It must stay and must retain every bit of functionality. Keep the commands the same. I see no problem in letting dum users have a dum interface.... but let the power users choose to use a power interface as well.
This may be a silly observation, but seeing this kind of effort being made to get Linux fuilly functional poses a challenge. If we want Linux to be the predominant desktop OS, it simply has to be easier to get working. The average user should not have to spend a week trying to get a modem to work. For those of us who know the computer inside and out, this is not an issue, but for someone who looks at even a VCR as a complete mystery this experience would be unacceptable.
Someone show me the plans to build it and I'll rush out to the local toy store and buy my building materials.
Of course, If I built a lego case, I'd feel obligated to buy the Mindstorm robotics kits and build a robotic arm on the top that would turn the machine on and off on command!
The performance of the K-7 promises to be much better than that of the PII and PIII. Aside from the obvious advantage of using the ev6 bus, the K-7's will also have a much larger L1 and L2 cache. The multiple paralell pipelines for both integer and floating point operations will give the K-7 and performance boost in the area where it has always fell short.
And as has been said many times over... Swappable with an Alpha...
Unless Intel has done more than increase the clock-rate and improved the multimedia and 3D performance, there will be no comparison between the PIII and the K-7.
Potsy