Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: Andrew Shih who wrote (16099)	10/26/2000 5:03:56 PM
From: that_crazy_doug	Read Replies (2) of 275872

<< I don't need AMD to "destory" Intel. If they can become a solid competitor with 1/3 market share in 2 years, they will have a marketcap that's far higher than today. >> If they can't match the high end, they will be unable to do that. If they're fastest chip is a 1.3 and intel has a 1.7, then as intel shifts production, they will also have fastest mid and low end solutions. It might take a year for this to happen, but I think people largely overestimate the amount of time it will take for intel to shift primarily to p4.

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