Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 3:59 PM EST

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To: TGPTNDR who wrote (59825)	10/23/2001 7:53:40 PM
From: AK2004	Read Replies (1) of 275872

TGPTNDR and when you post here is Tony with a comments about quadrupling :-)) It makes very little difference to Tony that after quadrupling Intel is selling the same number of p4s as amd athlons. And, of course, intel is undervalued and amd is overvalued based on that wonderful "quadrupling". P4 is criticized for its performance so Intel told at mpf (as per one of the posts few days back) that amd's increase in performance would not be as good as Intel's when shrank to .13 um. Hmmm..... specualation without base - is that like gaining few percentage points in market share each quarter over the last 3 quarters adding to intel's loss of market share. (before Tony blows let me say that last quarter Intel managed to gain .7%) <ggggg> And Paul is making fun of q-speed here :-)) BWDIK Regards -Albert

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