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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 224.52+2.1%10:04 AM EST
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To: Goutam who wrote (20141)11/21/2000 7:29:01 PM
From: 5dave22 of 275872
 
Goutama, the campaign they're running is overkill (besides the fact that the creative is awful). It's sole purpose is to kill AMD, IMO.

They're probably spending about $50 million this quarter, on broadcast. Intel can throw money away with poor campaigns. AMD could create a very smart consumer campaign for about $100 million for CY2001. If they don't, I think they'll be dead - at the hand of a mediocre P4.

Regards,

Dave
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