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- armin - February 01 I
don't take things for granted, so the latest few days made me curious
about AMD's stock performance. Largely disconnecting itself from the
NASDAQ fidgeting, they moved higher on very decent volume scratching
the underbelly of $26 as of this writing.
While the stock
buyback announcement certainly has a hand in this, it doesn't justify
all that movement. Add to that the increasing tightness of Thunderbird
parts above 1 GHz in the DIY market, as observed by Dean Kent and JC
and you may get an idea what would be a possible reason: the switch to
Palomino parts in the high-performance range is going on behind the
scenes and TBird inventories begin to run out.
The question
remains when an official announcements will come through. As far as
I've been able to research, AMD still doesn't plan on any CPU-related
February announcements. Of course that may just be the smoke screen.
Keep your eyes open :)
- armin - January 30 I
just had the sad duty of rebooting my trusted K6-III/400 (64 MB,
Voodoo3-3000, Win98SE). Why that is sad, you ask? Well, it had been up
for 1253 hours straight (52.2 days) and the operating system had
started to flake out.
Considering that the machine ran at 100% CPU load all that time doing Gamma Flux, I think this is both a great statement for AMD processors and the stability of the Gamma Flux client software.
Go K6-III !
- armin - January 30 Intense
staring at birds' entrails predict that the Athlon 1300 will be
announced in March and still be a Thunderbird core CPU. Deeper digging
offers the prediction that Palomino may be announced in the vicinity of
CeBIT 2001 (which starts March 22).
- armin - January 29 Knowing that a couple guys from here have signed up themselves at ProcessTree Network
using the link down at the bottom of the page I'd like to point out
that due to hardware failure some records of signups after December 25
were lost.
If you are one of them, please head over and sign up again so you won't drop by the wayside when paid jobs come up :)
- armin - January 29 AMD
announced that they are buying back up to $300 million worth of their
own stock. This can be seen as a good move at current price levels, the
money pouring into AMD and the tightening of the number of shares
outstanding will add value to the remaining shares. That again will
come in handy in purchases for stock at a later time.
- armin - January 26 A
friend sent me a very interesting link regarding benchmarks that are
skewed to favour certain manufacturers and the benefit of dual
processor systems.
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