Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

Jan 6 3:59 PM EST

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To: Charles Gryba who wrote (65610)	12/13/2001 10:40:15 PM
From: Mani1	of 275872

Re <<, his point is the Mhz gap will hurt AMD which in my opinion won't be there due to quantispeed.>> I am not so sure. Sure, the quantispeed thingy sounds like a success so far. But the true test is when Intel floods the market with 2.0GHz and higher P4's. I for one think that AMD can be hurt big time by that. I continue to wonder as to what is the true cause of the P4 shortages. Intel spend all this money in capital equipment based on market forecast that have nor materialized. Intel defied all market prediction and spent spent spent on fab equipment, and now they can't meet demand? Very strange in my opinion. Mani

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