Jim:
"It would help if all this happens before Intel gets their RAMBUS boondoggle worked out and the P4 gets to 1.7 Ghz and beyond."
AMD should be able to do all that by Y2003, at which time INTC, if still producing microprocessors, should have developed a more productive plan...
By the way, shades of Q1, Q2, and Q3 results only in reverse...AMD showed weakness on strong results, now showing strength on relatively strong Q4, but not as strong as some would have hoped, results!!! That AMD will post $0.50 in this abysmal setting is testimony to the new AMD's fundamental strength...Imagine AMD's profitability once energy costs stabilize around $25, fed lowers interest rates, the tech market, like the phoenix, rises from the ashes, Duron infrastructure problems are laid to rest, DDR is readily available, mobiles and servers gain a foothold and palomino romps away with the top end... |
