Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Charles R who wrote (21908)	12/7/2000 8:47:48 PM
From: Saturn V	Read Replies (3) of 275872

Ref < Intel on the other hand is in a tough spot until P4 ramps. > On the other hand the slowdown frees up more capacity for Intel to divert P3 wafer starts to the P4, accelerating the transition to the P4. So it could hurt AMD more than you think. So far Intel has carefully avoided pushing P4, careful not to stimulate more demand than it can deliver. But that can change pretty soon. We will all have to see how it will play out.

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