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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

Dec 29 3:59 PM EST

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To: Charles R who wrote (43614)	6/10/2001 11:15:30 AM
From: Jim McMannis	Read Replies (2) of 275872

RE:"One minor correction - that's Ford and not GM. One more roadmap from April of last year." Just what did Ford complain about? The Corvette? <G> I that that some here only remember the last slip from the point where the mustang was supposed to be released. Obviously there were slips before that. Take that into account and the Palomino is at least 6 months late. OTOH, I've learned to take these roadmaps with a grain of salt. At best they are a rough estimate of the sequence of chip releases. Intel is at least as bad or maybe even worse than AMD when you consider the likes of Williamette and Merced. Sure would have been nice to have the Palomino 6 months ago though as lost time is rarely recovered in this industry. As far as infrasturcture, you and I have complained vigorously about it for over a year. Now with AMDs 760, 760MP, SISs new 735 and Nvidias nforce plus the fact that VIA is promising to improve the KT133A now that they might lose some business, it appears things are about to improve drastically. Never mind the bad press about VIA. Jim

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