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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 (60148)10/25/2001 12:51:14 PM
From: jcholewaRead Replies (1) of 275872
 
> It's not a bad thing, but expecting it to be the
> savior of the company is.

I do not understand how you get to this conclusion. In the past, AMD has done best when their x86 processor offering has been most competitive (the 5x86 and the K7, for example). Additionally, AMD is not doing that poorly compared to the semi market as a whole. They don't need a "savior" at this moment. They just need better marketing and, if they can't do that, a more competitive product line.

> Pilot production is coming soon. Actual release is
> scheduled for mid-2002. Remember that McKinley (A0) taped
> out quite a while ago, unlike Hammer.

Ah, so you have copies of internal AMD data on this? Or are you just trusting Mike Magee on his word?
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