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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: survivin who wrote (6749)8/28/2000 3:59:51 PM
From: Yougang XiaoRead Replies (1) of 275872
 
Re: Intel 1.13 Recall:

1. AMD is less likely to rush speed grades, thus greatly reduce the odd that AMD stumbles into manufacturing problems.

2. Intel is less likely to engage in price war with AMD until re-desgined 1.13 and above come out in the next few months. AMD's ASP will be steady and rising.

3. Reluctant OEMs like IBM will have to come back to AMD camp

4. Die-Hard Dell will have almost no choice but to consider highest speeds of Athlon. Another excuse for Dell to defect.

It is the best news for AMD today and next few weeks to come.
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