Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.80

-4.8%

3:59 PM EST

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To: wanna_bmw who wrote (58243)	10/10/2001 8:24:18 PM
From: niceguy767	Read Replies (3) of 275872

wanna bmw: AMD's product lineup is second to none including INTC...The P4 honeymoon period is fast closing and as far as I can ascertain, INTC has zero in the wings in case, as early indicators suggest, the P4 does not live up to INTC/OEM expectations...As mentioned earlier, AMD has an established product lineup built around the remarkable Athy architecture as evidenced by AMD increasing market share and arms length accolades and awards bestowed upon it over the past 2 years...Yes I do expect the two year trend of AMD architectural gains vis a vis INTC to continue into the foreseeable future and with these gains I do expect AMD market share to continue with its successful incursions into INTC's market share...I could purchase INTC at these levels but my money is being placed on AMD owing to, what my analysis suggests, its superior product lineup and vastly greater potential once the P4 ball, now that the honeymoon is over, falls to the ground...

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