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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: AK2004 who wrote (22846)12/18/2000 4:36:37 PM
From: kash johalRead Replies (3) of 275872
 
Albert,

Seems next year could be pretty interesting.

Intel seems to be ramping 0.13 early.

The tualatin seems to have been stripped to 256K.

$200 1.5Ghz PiV's and $100 Tualatin PIII's are on the way.

The words bloodbath comes to mind.

AMD's fiasco on Mustang/Palomino seems pretty discouraging.

That may explain relative weakness of AMD.

I suspect $10 may be more likely for January for AMD than a return to $20++.

Q1 guidance is likely to be brutal.

regards,

Kash
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