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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: kash johal who wrote (34006)3/28/2001 5:00:29 PM
From: jcholewaRead Replies (3) of 275872
 
> the celery/PIII will become low end by year end.
> PIV high MHZ with SDRAM will be middle.
> PIV high Mhz with RDRAM will be high end.

I have no doubt that Intel will sell lots of cpus and their standard price premiums with this model. However, I will suggest that AMD will gain in mindshare more than market share between 2001H2 and 2002H1, as the popular media will likely be very hard on an SDRAM enabled Brookdale if it performs anything like how I'm expecting.

-JC
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