Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 235.40

+1.6%

1:06 PM EST

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To: 5dave22 who wrote (5892)	8/21/2000 3:04:43 PM
From: Petz	Read Replies (1) of 275872

Dave, <<The company will probably let it be known officially the P-IV is slipping by a few months to late this year or early next.>> <And then the SOX will sink and AMD along with it ...> I forgive you for being cynical, but beg to disagree. News of P-IV slipping to the end of Q4, whether or not Intel calls it a "delay" would send AMD back to its all time high in short order. Despite the Jonathan Joseph report, I simply do not believe Intel will announce a delay on Willy. They did announce "100's of thousands of units" in Q4, but they could still do that starting shipments in December. So either the JJ report is incorrect, or Intel will stealth launch in October, with no chips until December. Petz

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