Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

3:59 PM EST

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To: TimF who wrote (59885)	10/24/2001 12:09:17 PM
From: Tenchusatsu	Read Replies (2) of 275872

Tim, <Or are you talking about leaving themselves a chance to get less conservative in the future should they fall behind?> Exactly. Say Northwood improves the IPC of Pentium 4. AMD's ratings will automatically become less conservative. Or say AMD really has a tough time cranking up clock speeds. They'll be tempted to exaggerate the rating to make up for it, while at the same time coming up with some cover excuse. Think about this: If Intel were the one ahead in IPC but behind in clock speed, and they came up with conservative "quantispeed" ratings, would you give Intel's marketing department the benefit of the doubt? ... I didn't think so. Tenchusatsu

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