Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.82

+6.8%

2:49 PM EST

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To: Pravin Kamdar who wrote (6766)	8/28/2000 4:17:00 PM
From: Mani1	Read Replies (3) of 275872

Pravin re <<Yeah right!!! They couldn't even duplicate the problem until this last weekend. So much for their extensive testing. I wonder who Micky D. thinks sells "fragile" products now. That SOB.>> ROFLMAO!!!!!! You sound pissed! Well, FWIW, AMD is now once again, the undisputed MHz king. Volume or not! I loved the part about no 1.13 GHz for "couple of months". By then AMD will be at (at least) 1.2 GHz, probably 1.3 GHz. And after willy and its monster die size arrives in very limited quantity, AMD will have a better performing mustang and equal clock speed in volume. There is no doubt that we are looking at two more consecutive all time record breaking quarters to bring the PE to around 12. Intel has no choice but not to cut ASP's and that means Q1 and Q2 of 2001 one should also be records for their respective quarters. And then the fun starts as Willy ramps and goes head to head with much smaller and efficient Mustang and AMD readies the hammer. Mani

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