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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.02+6.4%3:59 PM EST
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To: niceguy767 who wrote (51151)8/15/2001 9:14:52 AM
From: Charles GrybaRead Replies (2) of 275872
 
Niceguy, quit it with the conspiracy theories. IBM was not selling enough AMD to justify the costs of having 2 platforms. To be honest with you, I think Intel is putting the squeeze on AMD and unless AMD has a couple of speed grades ready soon they will hurt. I saw a Dell and a Gateway Commercial over the weekend selling P4 systems from $799 to $899 ( probably 1.3s ). They were followed by a Compaq commercial trying to sell a celeron for that price. Guess what? NO ONE will buy the celeron because they can get a P4. The Athlon/Duron is out too because it's not even mentioned in the commercials. I am afraid Compaq will be squeezed by the cheap P4's and it might eventually go the GTW/DELL route. AMD has to advertise ( the sooner the better, I prefer that they help out the OEM's by immitating the intel inside campaign than wasting money on silly train commercials ). Also, release 1.5Ghz Tbirds even if it's a limited release. And the palomino will have to come out at 1.7Ghz not 1.5Ghz. Intel made anything clocked at less than 1.7Ghz very cheap.

Constantine

p.s. I a long AMD but have sold covered calls against my position and have been doing so since january.
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