Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.51

+0.5%

1:49 PM EST

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To: FJB who wrote (22639)	12/16/2000 2:15:39 AM
From: Joe NYC	Read Replies (1) of 275872

Bob, I think if AMD can stay about 20% of the x86 business and stay number two in flash they should be alright. But I never would have guessed a company like 3dfx would be acquired, if you asked me three years ago. An optimistic way to look at AMD is if AMD extended their above average execution by another year and 1/2 to 2, and if Intel extended their below average execution in the same time frame, we could see something similar to what happened between NVDA and 3dfx. Joe

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