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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.97+0.9%3:59 PM EST

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To: crazyoldman who wrote (13978)10/14/2000 11:12:55 PM
From: Charles RRead Replies (2) of 275872
 
CrazyMan,

<No contest, Duron is the obvious choice.>

No question here. The point I was making was about a really fast MHz ramp being potentially difficult to digest.

<Compared to those times, AMD is now in hog heaven.>

AMD has a scalable core today and that made a world of difference.

<I don't see the Thunderbird/Duron as relatively minor efforts, I consider them the current lifeblood of this company. >

The second part of the sentence has nop bearing on the "relatively minor effort" part.

<I see the establishment of infastructure (where there was absolutely none) for the new Athlon one year ago as a difficult but critical accomplishment. >

And I would consider the problems a serious mis-step.

<I could go on but...>

All your points boil down to pretty much one bullet - Athlon core. Which I have alrady said was the best thing that happened to AMD. So, feel free to go on if you think you have something that goes beyond Athlon.

<I hope their accomplishments continue, I'm looking forward to them.>

So am I. But to say that AMD delivered on everything last year is a major stretch.

Chuck
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