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: fyodor_ who wrote (28271)	2/13/2001 11:27:44 AM
From: AK2004	Read Replies (1) of 275872

Fyodor Intel punished twice with p4 - lower yields and larger size. Obviously Intel counts on .13 or otherwise there would be no 50% p4s by 2002. .13 is not a done deal yet and hence represent the risk that is not common for Intel. Would you think with 100% certainty that there would be no transition problems for Intel? Keep in mind that when amd bet their "farm" amd was a risky venture and priced as such. Intel on another hand is not considered as risky as amd and hence can not afford bets Regards -Albert

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