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 3:59 PM EST

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To: Charles R who wrote (43479)	6/9/2001 1:01:27 AM
From: Dan3	Read Replies (1) of 275872

Re: Going all the way back to 386s AMD has been able to secure at least one Tier-1 OEM for a major microprocessor product launch. This is their first foray into servers and workstations, and that's a conservative market. They have Compaq, HP, and Sony on board for the mobile launch of what's basically the same part. AMD's biggest problem right now is production capacity, but, given the prospects for the semi market over the next 2 years, too little is better than too much. It's more important that they make money than gain every possible market share point.

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