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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.15-5.2%3:59 PM EST

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To: milo_morai who wrote (18422)11/9/2000 6:25:55 PM
From: peter_lucRead Replies (3) of 275872
 
Milo,

I have to admit that I am quite worried about the 1.5 GHz delay. It will come out right before Intel will introduce its 0.13 nm versions. And their 0.18 nm processors are already scheduled to reach 2 GHz. So what will AMD have in the second half of 2001 to compete with Intel? Will 2H 2001 be just ugly?

Peter
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