Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Joey Smith who wrote (97902)	3/10/2000 4:48:00 PM
From: Jim McMannis	Read Replies (2) of 1582666

Joey, RE:"I'm holding onto my AMD shares as long as industry demand remains strong. I do see some resistance at $60, though. i've made a boatload on semis this year: xlnx, amat, rmbs, amd, and of course, intc." Good... There is a some resistance in the 58-60 area but don't forget, AMDs product is here now and Q1 should be a blowout. Intel is still scrambin' and runnin' on pie in the sky... high speed vapor-floppermines, Willy, and $20 X-box chips...whatever they may be. In undercutting AMD for the x-box, Intel has guaranteed sharebut at the benthic end. In sixteen months...the sweet spot will be at least 1500 MHz...so where does that leave the margins on 600 MHz chips? AMd could have used the publicity, Intel didn't need it but still wants to own the microprocessor world, at all costs... Jim

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