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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: Tony Viola who wrote (9353)9/20/2000 3:08:22 PM
From: boris_aRead Replies (1) of 275872
 
Tony, but where did Intel put their engineering A team (or B or C)?

- Chipsets? (recalls)
- Itanium? (delayed by several YEARS now; IA-64 performance? Ah, I know the answer: "Let's wait for the REAL Itanium". But how long?)
- Production? Unable to deliver, unable to crank up, recalls )
- Internet? (profits?)

Well I hope it's P4 where these teams are working.

But anyway, I still miss a good answer for what's happening there at INTC. Tad LaFountain once wrote: "There will be case studies". I think he was right. And this was the analyst who downgraded AMD from "strong buy" to "buy" when the stock price hit $30 ($60 pre split).

Boris

BTW, you are the "Another quarter to dance for AMD and than slam the door" Tony Viola? (Q1/00), aren't you?
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