Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.17

+4.0%

3:59 PM EST

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To: Charles R who wrote (16518)	10/29/2000 2:22:02 PM
From: Pravin Kamdar	Read Replies (2) of 275872

I'm not sure what the importance is of all these posts about what the actual P4 delay was or was not, and who was right and who was lying. What is important is that P4 will soon be a reality. I think AMD needs to assume P4 will be here at 1.7 Ghz in Q1. 1.4 and 1.5 Ghz in Q4 looks like a non issue. But, things just look too good for AMD right now. As was nicely pointed out (by Dale?), if Intel tries to ramp P4 too quickly before 0.13u, they will create a parts shortage that will play right into AMD's hands. I really like this way of looking at it. Not to mention that it looks like Mustang will out perform P4 for most, if not all, of next year. However, I'm not yet convinced that AMD will be able to decrease power on the mobile Athlon enough necessary to compete against Intels excellent mobile product line. If they can, I would seriously not want to be an Intel shareholder. Pravin.

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