Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pravin Kamdar who wrote (46707)	7/9/2001 4:20:22 PM
From: Milan Shah	Read Replies (1) of 275872

but the speed of AMD's new notebook penetration is astounding -- beyond my wildess expectations What data are you using as a basis for this part of your opinion? I, too, feel that the Athlon 4 and Morgan are the tickets to salvation - its one area where AMD still has a completely unmatched product, is in a position to stay in the absolute lead in the MHz race, and something where ASPs are at much smaller risk. However, I haven't found any data indicating whether AMD has made any real headway in getting laptop makers signed up. HP is the only real one, and they have only two products I believe. Compaq is there, but their story is getting muddled up in their recent memo indicating they are going to switch to one MPU vendor. Sony is there, but that story is muddled up in whether they actually have PowerNow! or not. So, its not at all clear to me that the Athlon 4 is a clear winner. nForce is too late - I think the September back-to-school season is really what sets the tone of the entire holiday season. If nForce isn't there today, they have missed this BTS season. Milan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next