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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 255.96+2.3%3:59 PM EST

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To: Dan3 who wrote (32168)3/19/2001 9:20:27 AM
From: niceguy767Read Replies (1) of 275872
 
Dan3:

"It appears that Intel was so terrified about the prospect of AMD entering the notebook market, that it soiled itself and its ASPs...."

INTC'll have about as much success keeping AMD out of this market for any length of time as it enjoyed, despite any number of tactics, in keeping the Athy out of the consumer space...AMD succeeded in the face of much greater obstacles (i.e no history of superior product)in the consumer space so the odds of AMD success in these other 3 spaces with palomino, a product line that will no doubt provide, at the minimum, the same kind of price/performance advantages as did the Athy in the consumer space, are much greater, imho, than were those exising when the Athy was unveiled...The consumer now equates AMD with price/performance advantage...seems the consumer associates INTC with blue men and orange pipes...
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