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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: Elmer who wrote (70932)2/7/2002 4:24:56 PM
From: TGPTNDR of 275872
 
Elmer, Re: <Ha! Good one!>

I'm glad you liked it. You should realize that there's a lot of stuff I really do LOL about!

Like, They couldn't sell any more than half the capacity of their F30 when Intel was capacity constrained.

LOL -- You slay me!

Re: <You think AMD's holding back? For what?>

For more capacity. While I'm of the impression they could release(a 2200+) now, it wouldn't change their overall pricing mix, IMO. The model numbers along side of the $ values would change but the $ values would remain about the same. The only way we're going to see is by judging from AMDs reaction if Intel puts out a 2400 this Q.

And the 2000+ has the Northwood 2200 covered in performance.

tgptndr
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