Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Tenchusatsu who wrote (17254)	11/1/2000 8:58:27 PM
From: tejek	Read Replies (2) of 275872

It is entirely possible that the price cuts have much more to do with a higher-than-expected ramp-up of Pentium 4 than with AMD. Not that competitive pressure from AMD isn't a factor, but that the pressure wasn't necessarily the biggest factor. Tenchusatsu, Does that mean that Intel has sufficient RDRAM to meet the higher than expected ramp-up of the P4? BTW how come you didn't agree with me when I pointed out the same thing that Quasar did....the greater latitude/leeway that Intel has in the markets? <g> Did it sound better from Quasar? ted

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