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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST

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To: niceguy767 who wrote (20737)11/27/2000 8:28:02 PM
From: fyodor_Read Replies (1) of 275872
 
<niceguy: I would think that the arrival of retail quantities of the Athy/DDR next week will do considerable for the price of AMD... >

I think it will take A LOT of good news surfacing simultaneously for AMD to appreciate much. It seems that many small pieces of good news get lost on the general market conditions, as well as the few pieces of bad news. I sincerely believe that AMD needs to gather all the good news it can and launch it all on one day. A completely unrealistic list would include:

1) business SKU from a major OEM.
2) 760MP in early Q2.
3) Palomino demo at 2GHz (even with unknown cooling).
4) .13mu development going well - production expected to start in Q4'01.
5) Mobile Palomino demo with reasonable power consumption.

Like I said, a completely unrealistic list ;)

-fyo
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