SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 251.32-3.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Petz who wrote (21949)12/8/2000 1:50:06 AM
From: jeff_boyd___Read Replies (1) of 275872
 
"Segmentation"

John, I know that all the points you make regarding performance are correct, but my basic concern is still that even with the performance benefit AMD has virtually no presence in the corporate sector.

Until this changes, AMD would remains vulnerable to the PIV in the consumer space. Fortunately they are o.k for now, but as the PIV and infrastructure ramps, they have the potential to get killed IMHO.

Regards,

Jeff
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext