Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: niceguy767 who wrote (25563)	1/18/2001 12:30:32 PM
From: Jim McMannis	Read Replies (2) of 275872

RE:"AMD not exactly being pushed to the wall by competitors, what with the P3 1.13 debacle and the P4 bellyflop!!! I might be a little more concerned if I thought that INTC was closing in on AMD's technology leadership in the microprocessor sector...Just no indication to me that such is unfolding at the moment!!!" The problem is that AMD doesn't seem to be able to go for the kill shot and keeps giving Intel a reprieve. If Palomoano, Mustang and Morgan were on time AMD could deliver it. AMD will probably flounder until Intel get the Pee4 to .13u. Then they will go "Wha' happened?". Meanwhile all they can come up with is a Mobile Duron w/o PowerNow which likely won't put too much of a dent in the mobile market. I will likely eat a lot of batteries though. Jim

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