Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 242.19

-1.7%

3:59 PM EST

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To: Daniel Schuh who wrote (4734)	8/12/2000 11:08:25 AM
From: peter_luc	Read Replies (1) of 275872

"Meanwhile, the P4 plot thickens: Pentium 4 held up by lack of chipset, memory support" Daniel, that would be good news for AMD! 99% of the press will celebrate the Pentium 4 as the 8th world wonder. Not to mention analysts like Mr. Kumar... This will have a huge psychological impact. Now matter how good the P4 will be in reality and in which quantities it can be delivered, AMD will once again be regarded as the poor little underdog with only second rate products. Therefore, every month in which the introduction of the P4 is delayed is a huge opportunity for AMD to gain ground, especially during the Christmas buying season. Peter

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