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 9:30 AM EST

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To: Paul Engel who wrote (45290)	6/26/2001 7:46:00 PM
From: niceguy767	Read Replies (1) of 275872

Paul: Once again, looks like INTC is pulling out any and all quivers in attempt to shore up its server presence...Sorta reminds me of when they finally had Gelsinger step up to the plate at P3 700 MHz in attempt to recapture P3 credibility after several 700 MHz P3 aborted launches...Sorta reminds me of all the P4 unrealized hype while AMD's spry Athy was kicking sand in P3's face... INTC has lost its edge in both the consumer and mobile spaces now despite their all out effort to block AMD's market penetration...What INTC has found out the hard way is that AMD's superior products cannot be denied in the marketplace...It is premature, even in the face of CPQ's announcement, to suggest that AMD will be kept out of the server/workstation space...OEM's are notorious for their flip-flopping...It shouldn't surprise anyone when OEM's line up for AMD server/workstation products once they become a reality assuming an AMD price/performance product advantage... Comparative Q2 results are gonna be real interesting and are likely to shed some light on the flurry of INTC server announcements over the past month...Like the P3 700 Mhz and like the P4 unrealized hype, could all this server stuff before q2 release be tailored to mask what is in all likelihood to be yet another even more dismal quarter than q1??? Is it possible that AMD's q2 profit is going to exceed that of INTC??? If so, it's gonna take a lot more than the current barrage of server hype to mask such a financial outcome in q2!!!

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