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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: fyodor_ who wrote (36902)4/21/2001 6:10:29 PM
From: kapkan4uRead Replies (4) of 275872
 
<If volume is high enough, Intel won't have enough capacity to maintain market share this quarter.>

AMD is still vulnerable because of its reliance on retail. If Intel can flood retail channels with cheap high GHz P4s, it can get very ugly.

Kap
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