Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Charles R who wrote (45071)	6/25/2001 12:26:15 PM
From: andreas_wonisch	Read Replies (2) of 275872

Chuck, Re: Brilliant move by Intel! This one should wake up some of the brain-dead longs who keep coming up with yet another idiotic reason on why the program slip does not matter (or even good for AMD). I agree completely. All the delays in the past few months have put AMD in a catch-up situation again. Or like Joe put it: Caviar has become bread and butter. With Palomino not scaling well (BTW, here is another article posted today, confirming it: overclockers.com and Hammer delayed by a year AMD lost most (if not all) chances to stay ahead of Intel and take the lead. It almost feels like AMD likes to play second fiddle to Intel. With today's news x86-64 seems to be DOA. Who else would commit to Hammer servers if not Compaq? Andreas

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