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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: andreas_wonisch who wrote (66993)1/3/2002 3:06:12 PM
From: Jim McMannisRead Replies (3) of 275872
 
RE:"Because AMD's model rating is conservative it is working so excellent. Right now AMD's PR is doing about everything right that they can IMO. Let's see how they respond to the Northwood launch before making any judgements."

I dissagree.
1. XP boxes are rare here in the USA. Basically you have to order one.
2. Besides that, 95% of buyers wouldn't have a clue that a 2000+ XP is as fast as a P4 2200.
3. Intels marketing still puts AMDs to shame. Average buyer goes to the store and all they see is a Pentium or all they can remember is Pentium.
4. Unless AMD has .13u waiting for next week, they will have no answer for the Northwood. AMD went from being ahead in process and copper to being behind.
5. Apparently AMD loves being the underdog since they have snatched the chance of being the loser once again from the jaws of victory.
6. Meanwhile Jerry lined his pockets for his old age again.

Jim
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