Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Joey Smith who wrote (7688)	9/6/2000 10:34:25 AM
From: Daniel Schuh	of 275872

Sure, Joey. Then, there was Intel at IDF, showing a 1.4 ghz P4 smoking an 800mhz cumine, on one (1) dog-and-pony show demo. Who knows, the Netb**s marketing campaign may make the super-sized P4 a best seller, but then Intel will have to figure out how to meet demand with a die twice the size of cumine, not to mention expensive dual channel Rambus mobos. It could happen, but it's not going to strike fear in the hearts of the locals until the blanks get filled in. Elmer's flood of cumines, which we've been waiting for since January at least, seems a more credible threat. And that's very faint praise indeed for Elmer. Cheers, Dan.

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