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Politics : Formerly About Advanced Micro Devices

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To: Citidude who wrote (87162)1/14/2000 7:30:00 AM
From: niceguy767  Read Replies (1) of 1572724
 
Hi Citidude:

Don't think you've missed anything at all. What used to be a cakewalk for Intel in the higher tier markets with its PWeeII and PWeeIII has now become a neck and neck struggle for them.

The superior architecture of the Athlon has not only rewarded AMD with claim to the title of "THE WORLD'S FASTEST PROCESSOR" but at least equally as important has rewarded AMD with "THE WORLD'S HIGHEST YIELDS" while at the same time "THE WORLD'S EASIEST MIGRATION" to higher MHz processors...

All this and more will become readily apparent, imho, with the earnings release next Wednesday.

A successful test, on large volume, of $38 (i.e. today(?) prior to earnings, will see a rapid approach to AMD's all-time high of $48.50 as there appears to be little supply overhang beyond $38.

Next week's earnings should provide any thrust required to successfully test AMD's all time high of $48.50 as, imho, comparative analysis of AMD's earnings will clearly demonstrate "the high quality" of AMD microprocessor earnings relative to Outel's.

Nice to see someone else projecting prices beyond $100 in the near term...DRBES are you listening?

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