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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

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To: Mani1 who wrote (55587)	9/17/2001 3:43:04 AM
From: Milan Shah	Read Replies (1) of 275872

Well, my vote goes towards going back to discussing AMD. My reasoning is based on the fact that there is not going to be any kind of closure on the tragic matter; there won't be some key point at which we can all collectively feel good about going back to our routines. This forum has served as good source of info and discussion on AMD, lets get one more thing back to normal, and thus show the figurative finger to the terrorists in one more small way. On that note, just chatted with a friend that works for a major wireless carrier. He says that the whole 3G thing is getting pushed back big time - he says the cost structure is such (due to unusually high amounts paid for spectrum) that the only way anyone can even think of making money is by building a shared network (ie, kinda like VPN over the public Internet). And this would mean that the infrastructure vendors are having to go back and redesign infrastructure components, thus delaying 3G. In an indirect way, this impacts AMD's flash business - no 3G means greatly reduced demand for new phones (few new features), so flash unlikely to recover. Milan Milan

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