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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST

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To: Maverick who wrote (6780)8/28/2000 4:54:30 PM
From: Jim McMannisRead Replies (2) of 275872
 
Mav,
So AMD gets another 6 month reprieve and the stock goes down...
I guess we know who's controlling the money.

On the other hand, I think that AMD only gets a 4-6 week reprieve because Intel is really under pressure now to "launch" Willy. The big kahuna is whether they learn from the 1.13 Ghz coppermine and take a step back and make sure it runs before release or their ego makes them rush it out...just for the sake of the Mhz crown...

I'd guess that we see a mid october Willy launch at the latest...maybe earlier...
So, Athlon has about 5-7 weeks of being Mhz champ before Intel PR and the press start hyping the "release" of the 1.4-1.5 Ghz, Wiz-bang, P4....
For right now, the workhorse P3 gets little PR from Intel...it will be like it has the plague.

Jim
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