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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST
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To: Petz who wrote (16920)10/31/2000 12:51:34 PM
From: EricRR of 275872
 
To that I would only add that Brian is talking about a 1.1 GHz Athlon equalling a 1.5 GHz P4 using DDR. A 1.2 GHz Athlon, 1.33 GHz Mustang and 1.53 GHz Mustang will deliver 3 knockout blows.


But that's not the best part- Intel marketing will drive demand for faster cpu's in general! I expect P4 to be delayed. Otherwise P3 volumes (or ASP's) will get slaughtered.
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