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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.00+0.7%Dec 22 3:59 PM EST

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To: Jim McMannis who wrote (15713)10/24/2000 1:40:28 PM
From: PetzRead Replies (1) of 275872
 
Jim, if AMD does 1.5 GHz in January, I have no doubt they will be at 1.8 in June. Maybe thats a big "if" though. OTOH, the CNet article by Spooner yesterday made it sound like 2 GHz may require 0.13u for P4. In that case, I'd doubt any significant P4 2 GHz volume until late Q3.

The Spooner article also said that 1.7 would appear by the end of Q1. That means that for all of Q1, AMD and Intel should both be at 1.5, again IF the AMD promise (1.5 in January) is kept.

Petz
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