Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: jeff_boyd___ who wrote (15582)	10/23/2000 1:48:51 PM
From: that_crazy_doug	Read Replies (3) of 275872

<< I know its next to impossible to predict what will happen six months from now, but it sure seems like AMD is being very quiet in terms of addressing how they will react to PIV once it gets beyond RDRAM problems. >> This would be a greater concern to me if we were trading at a multiple of 30-40, but the hammer series should be able to scale with the p4, also you're assuming that the p4 is going to beat out mustang, which isn't a given in my mind. It's hard to go out and compare processors that aren't available, if the latest news from JC proves out (that the spec scores showing a p4 at 1.4ghz 8% faster then a p3 1ghz in specfp2000 were legit and won't change for production version) then the p4 is a performance dog, and mustang will likely be a stronger perform at time of release.

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