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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: Pravin Kamdar who wrote (41039)5/24/2001 11:30:21 AM
From: that_crazy_dougRead Replies (1) of 275872
 
<< The size of the drop the last two days does not seem warranted, based on degree of the general market decline. >>

I'd argue that the size of the previous run up wasn't warranted either, so you live by the sword and die by the sword. I think the news has been pretty mediocre lately.

In another quarter, we'll be competing against chips that are potentially 500mhz faster, and are priced the same. I think AMD is in for a world of hurt at that point. You can argue all you want about performance, but I doubt the general public will pick up a copy of pc world to find out. Plus the bench mark comparison will be p4 with rambus vs athlon with ddr, then people will go out and buy the p4 with sdram thinking it's the same thing.
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