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: kash johal who wrote (30951)	3/9/2001 12:35:45 AM
From: Dan3	Read Replies (1) of 275872

Re: So flash will likely be flat or likely lower thgan Q4. Flash will likely disappoint. But no one expected P4 to be such a bomb. AMD was likely forecasting its desktop business to be limited to midrange and lower until the hammers came out (hence the focus on Duron instead of Athlon). Instead, it looks like AMD will continue to hold some of the high end desktop space, and increase share of the upper midrange. The unexpectedly better position in the desktop sector is going to make a big, positive, difference. Enough to make up for everything else? Hard to say. But having the P4, the feared and fabled product of the deified Pentium design team, turn out to be a turkey will do wonders for AMD for the next several quarters. Regards, Dan

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