Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 243.98

+4.5%

3:59 PM EST

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To: Joe NYC who wrote (34631)	4/2/2001 11:00:19 PM
From: Joe NYC	Read Replies (2) of 275872

It looks like KT266 boards are in stock: newegg.com In desktop segment, I think AMD has never been stronger infrastructure-wise and in competitiveness of the CPUs. I am wondering what is it that is going to prevent AMD from having a great Q2. There is always something. I guess possible dangers are: - overall demand collapses like it did in Q4 - flash may be extremely week and will offset any potential gains in the CPU market - notebook entry arrives too late to make any difference - 1.7 GHz released early in the quarter and P4 catches on - Intel fights like hell, starts a price war, matches and undercuts AMD's prices How likely is any of this (or all of this) to happen. I may be paranoid, but I always in the back of my mind expect the other shoe to drop. Joe

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