Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.51

+5.8%

10:12 AM EST

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To: Joe NYC who wrote (48095)	7/17/2001 6:38:11 PM
From: andreas_wonisch	Read Replies (1) of 275872

Joe, Re: Via seems to be in the middle of a slump. I agree. They had one lucky shot (Apollo Pro 133 for PIII with PC133 support) and that's about it. Their execution has been catastrophic in the last few months. KT266 is still not shipping in volume and Apollo Pro 266 is a performance disaster. Also, I doubt that many motherboard manufacturers will adopt PX266 for P4 if VIA hasn't an Intel license. And in the socket A market they will be under heavy pressure from SiS and VIA. Too bad that VIA's stock isn't traded in the US or Germany. It would make a good shorting candidate. Andreas

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