Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: kash johal who wrote (33951)	3/28/2001 2:12:15 PM
From: Joe NYC	Read Replies (1) of 275872

Kash, They are madly ramping 0.13 in several BRAND SPANKING new FABS. And spending BILLIONS while they are at it. They are essentially betting Intels leadership position in processors on this ramp. It would be foolish however to count them out. But the heat is definately on them!!! God observations. It is interesting to note a slight shifting of the roles (not a complete role reversal yet): In the past there was company that was making solid bucks on the bread and butter products, while another company was always seen betting the farm on the next pie in the sky project. Joe

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