Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: A. A. LaFountain III who wrote (107003)	4/20/2000 5:13:00 PM
From: kash johal	Read Replies (1) of 1573930

Tad, You are right on. Also none of the analysts seem to be question the problem of managing a technology transition when you have huge capacity tied up. The forthcoming move to 0.13 and cu will pose execution problems for Intel that FAR outway anything we have seen so far. ALL AMD has to do is to order equipement into Dresden as required. The execution risks favor AMD by a wide margin. PS. Good to see you post. We still love you for being one of the few Analysts to bang the AMD drum when the stock was sub $20. We also hate you for the recent downgrade. (Can't please 'em all I guess!!) regards, Kash

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next