Advanced Micro Devices - Moderated (AMD) Message Board

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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: redbird who wrote (39550)	5/14/2001 10:44:11 AM
From: redbird	Read Replies (2) of 275872

Also from Thomas Weisel Partners "AMD positioned to compete aggressively in notebooks and server/workstations in 2HCY01. AMD has new Athlons (code name Palomino) for the mobile and server/workstation markets scheduled for shipment in June. We believe that Intel's mobile P3 is not as scalable as AMD's mobile Athlon and that, as a result, AMD has an opportunity to take share from Intel in the performance end of the notebook market. Workstation/servers are also a big opportunity for "AMD, as they represent the high-margin business that AMD has historically not served. We believe that, beginning in the 2HCY01, revenues from this market will grow from a base of essentially zero. Next year, with AMD's expected launch of the Sledgehammer and Clawhammer chips, we should see more share gains and margin expansion." Redbird

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