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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: 5dave22 who wrote (56376)9/25/2001 4:52:01 PM
From: Road WalkerRead Replies (3) of 275872
 
Dave,

re: I was also thinking - I'm sure AMD had counted on Gateway purchasing 1500s. I say that because earlier today, I thought an AMD rep said he had heard nothing of GTW phasing out AMD.

I don't want to beat a dying horse, but it is amazing how fast AMD is imploding. One year ago they were gaining share, making money, the darling of the analysts and the box makers. From a competitive perspective they were kicking ass.

What happened? Had to be a little of Intel getting better and a lot of AMD getting worse.

John
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