Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: jcholewa who wrote (60137)	10/25/2001 12:37:51 PM
From: Elmer	Read Replies (2) of 275872

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. Somehow they will have to unlose Gateway and IBM. Will it? Can you justify that? How long before McKinley reaches mass production will they have to start pilot production? McKinley was publicly demonstrated last January running in a 4-way configuration. I would say that makes it much more likely to appear before hammer. Hammer has probably not even taped out yet. EP

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