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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.11+3.9%Nov 26 3:59 PM EST
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To: Tenchusatsu who wrote (60117)10/25/2001 12:31:13 PM
From: jcholewaRead Replies (4) of 275872
 
> Hammer brings nothing new to the table. AMD already has a
> strong product in Athlon, yet even with that they are
> losing money.

AMD's big loss quarter was simultaneous with the time period in which AMD lost the "performance crown". I do not know if there was a causality, but if there was, then there is some basis for assuming that a higher performing product (from a relative to opponent standpoint) will give them a stronger bottom line.

> Hammer looks like a good product, but it's more of an
> evolutionary step, not a revolutionary one

Given that more evolutionary products than revolutionary succeed in the marketplace, why do you think that this is a bad thing?

> Intel is obviously very tight-lipped over the details
> of McKinley.

That could be either a good thing or a bad thing (probably a mix of both, as is the case with most new product introductions). I expect that McKinley will rather good, though, because it is an evolutionary product and not a revolutionary product.

> Funny how McKinley will arrive before Hammer.

Will it? Can you justify that? How long before McKinley reaches mass production will they have to start pilot production?

-JC
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