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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: Paul Engel who wrote (47710)7/15/2001 12:57:58 PM
From: niceguy767Read Replies (1) of 275872
 
Paul:

"Brick wall - six months out...gee - just yesterday, you claimed the Pentium 4 already hit a brick wall !!"

P4 hasn't lived up to its hype to be sure...but Dell has committed to aggressively push P4 in q3...Look out below if the $$$ push by the dynamic duo (Dell/INTC) results in mediocre or less results over the next 6 months...Best case scenario for P4 might be modest acceptance even when marketed at loss leader pricing...Huge roll of the dice for INTC, and Dell, it seems over the next 6 months! If P4 doesn't fly real soon, INTC likely gets "Nortel"ed if indeed INTC escapes being "Nortel"ed on Wednesday, if posting a negative surprise on Tuesday!
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