Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

+2.8%

11:56 AM EST

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To: peter_luc who wrote (27969)	2/10/2001 9:23:33 AM
From: niceguy767	Read Replies (2) of 275872

peter: "..if JC's rumor is true that Intel's DDR SDRAM Brookdale chipset will come out in October." Three comments: 1. "IF" Brookdale in October 2. "IF" the "buggy" P4 can get to 2 gig's (going the wrong way at the moment...1.3 GHz is latest) and is comaptible with Brookdale, 3. "THEN" (very, very large assumption that "THEN" will occur in October), P4 will be fighting an uphill battle with the "market share" grabbing AMD new product offerings. General Comment: AMD is currently entering the new phase where the general consumer is not only confident in the quality of AMD microprocessors, but the consumer is beginning to show preference for AMD microprocessors...This "AMD preference" is likely to enter the consumer exponential phase within the next 3 months, which momentum will make it all the more difficult for inferior (so far, anyway), products like the P4 to compete...The rocky start by P4 may have sentenced the P4 to a life of mediocrity in the consumers mind as "negative images" are awfully hard to shake...

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