Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

3:59 PM EST

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To: Road Walker who wrote (56382)	9/25/2001 10:20:33 PM
From: fyodor_	Read Replies (1) of 275872

John: 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. One quarter ago they were "gaining share, making money, the darling of the analysts and the box makers." What happened? Had to be a little of Intel getting better and a lot of AMD getting worse. Intel certainly does have a more competitive product line-up now than it did 6 or 12 months ago. AMD has nothing that can beat the 2GHz P4 in overall performance. Even worse, the perception of performance by way of "MHz" is not exactly working in AMD's favor. And in the end, the perception of performance is all that counts. -fyo

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