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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST
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To: combjelly who wrote (28620)2/15/2001 3:50:30 PM
From: PetzRead Replies (2) of 275872
 
cj, looking at the "big picture," I wish a startup would form to just make chipsets -- chipsets with embedded DRAM, chipsets with graphics, chipsets with LDT aka HT links, multiple HT links, etc., etc.. Its apparent to me that VIA, ALi and SiS are not able to do it, that neither Intel, AMD, nor Micron want. ATI and NVDA are the only two that have a chance.

Now that I've figured this out, I notice that NVDA is up 18% today. Too late to invest? ATYT is still losing money and I don't know if they are really Intel pawns or not.

Petz
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