Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

3:59 PM EST

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To: Dan3 who wrote (4526)	8/11/2000 9:50:24 AM
From: drachelle	Read Replies (1) of 275872

RE: "If that's correct we should see systems readily available for $2,000 in Q4, right? If that's so, and given those pricing numbers, and the fact that Intel is building new FABs for P3s that won't open until next year, I think we can assume a catastrophe has occurred in the P4 program. Performance must be horrible. It's as though AMD said they were going to start shipping the Athlon next month, and that their new FABs currently under construction were being built to produce K6s next year." One difference is that Intel can still pull this kind of nonsense off, without the market questioning it, while AMD is not forgiven, even for excellent performance. drachelle

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