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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.12-5.2%Dec 17 3:59 PM EST
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To: Paul Engel who wrote (16392)10/28/2000 9:51:45 PM
From: tejekRead Replies (1) of 275872
 
Intel is moving forward quickly, especially in the mobile segment - and as they offer faster parts at good power requirements, it is going to take AMD longer to catch up to Intel.

And if and when AMD does catch up, AMD will have the INFRASTRUCTURE problem to contend with - chip sets, motherboard - the usual dilemma AMD faces.

Hmmm, interesting.....Going forward, Intel will not have the vaporware launch problem but AMD will have the infrastructure problem.

Can you reveal your source, or are you under a NDA?
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