Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.82

-1.3%

3:31 PM EST

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To: niceguy767 who wrote (19770)	11/20/2000 10:05:52 AM
From: Bill Jackson	Read Replies (1) of 275872

ng, it does us no good at all to underestimate the competition and I am sure AMD does not. From what we have seen the P-4 is early in it's cycle and will get optimised many more times over the next 3-4 years, so we might see it at 3 Ghz in 3 years. AMD has certainly obtained samples and is examining them for whatever they can see. Their counter product is far along and will/may exceed the p-4?? Right now we are into a 1-2 year share battle with assorted segments. It is lucky that AMD has the huge sustaining flash business that will be a cash cow for the next 2-3 years as we are entering another phase where Intel has a high end product with no direct AMD equivalent and so Intel will rape their clients, as usual, and use that extra $$ to lower the ASP of the low end....as they have done before. Now AMDs urgent tasks are to assault both this high end P-4 redoubt as well as the Xeon server zone with SMP products. Even intel lacks SMP for the P-4 and that will take 2 years for full qualification, so AMD has a window in that area. Bill

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