Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.54

+1.5%

Nov 28 12:59 PM EST

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To: dougSF30 who wrote (41758)	5/30/2001 7:57:23 PM
From: Jim McMannis	Read Replies (2) of 275872

I think the weakness of late in the stock is market conditions. OTOH, I have been one of the ones that has been critical of AMD dropping th ball over the last 9 months...but unlike Andreas, I see the situation improving by the minute. AMD now has a viable notebook chip and will soon have a viable server set up thus plugging two gaping holes in their product line. Sure, they are late and the desktop Palomino is a couple of months off but these latest two developments are monumental. I'm not to thrilled about the delays and Mhz lead of Intel (1.4 to 1.7) but they have a lot of problems as well. Sure, a 1.533 or 1.6 Ghz Palomino for the destop would be nice next month but as they ramp that core I'm glad to see them going out at higher ASPs...in notebooks and servers. Jim

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