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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.40-0.3%10:19 AM EST

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To: Jim McMannis who wrote (10674)9/29/2000 12:45:18 AM
From: porn_start878Read Replies (1) of 275872
 
It may also set the best environment possible for AMD; if they actually succeed to sell the 3.6 K7 + 3.4 K6. With the focus set on the revenue growth, one thing that sucks is the disapearance of the comm group revenues (around 80 millions which is about 6% of the sum) making the surprise less impressive.

But even crossing the $1260M bar with blow-out earnings combined with new product launches would well expand AMD's growing media fan-club.

I love this P4-delay thing. Pretty much coppermine-like scenario but this time the chip is two times as big and working with memory two times as expensive... I hope for Intel (do I really?) that the Willy will surprise as much as the CuMine did, which still far from impossible. Scumbria says unlikely; he was right for the TBird, I hope he still is for the Willyameet (Arrgh, I couldn't resist to the Engel style boring sobriquet)

Max
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