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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

Jan 8 3:59 PM EST

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To: Joey Smith who wrote (7688)	9/6/2000 10:58:32 AM
From: TechieGuy-alt	Read Replies (1) of 275872

In a few months, intel will have the fastest desktop chip with P4 & the marketing to go with it. don't be fooled by a few anti-Intel sites running selected benchmarks on pre-production silicon. Sorry, I should have been a bit more clearer. I was not even thinking of the P4 and its performance. No matter how wonderfully the P4 performs, going by Intel's own statements, the P4 will be a very low volume game this year (and perhaps even Q1 2001). Intel have themselves stated that they will ship "few hundred thousand P4's this year". Intel, in Q4 of this year will ship >35 million processors total. You are depending on "few hundred thousand" P4's to hold the intruder (AMD) at bay? The bottom line is, by Q4 this year, in chips that matter (the main stream for each company in Q4), AMD, going by its public remarks, will be at least 4 speed grades higher than Intel! Have you thought about that. Forget the P4 for this year. (even at (say)$800/chip * 300K chips = 240million = 2.6% of possible 9B in Q4 revenues) TG

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