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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: andreas_wonisch who wrote (48630)7/22/2001 7:58:12 PM
From: kapkan4uRead Replies (4) of 275872
 
<What's so different this time? >

The short answer is everything. They now have a more efficient CPU architecture, a better manufacturing process, a stable platform and a cheaper platform cost structure all of which were missing in the k6-2 days.

Add to this a better cash position, easy transition to 130 nm and SOI and one can only wonder what have you guys been smoking lately. There is nothing like a plummeting stock price to confuse the heck out of a bunch of AMD investors. Which is understandable, considering the sordid past.

Kap
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