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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 200.46-17.2%Feb 4 3:59 PM EST
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To: Road Walker who wrote (51091)8/15/2001 1:02:18 PM
From: Pravin KamdarRead Replies (1) of 275872
 
John,

Hard to believe they wouldn't want to license P4,

They stated that they are targeting their stand-alone GPUs for the huge P4 ramp, and the integrated nForce for AMD platforms. They were very excited that unlike with the i815/P3, there is no integrated graphics solution for the P4. This market is where they expect to sell their expensive GeForce3 cards.

NVidia CEO is coming on CNBC in a few minutes.

Pravin.
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