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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.11+0.1%9:30 AM EST
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To: hmaly who wrote (71939)2/19/2002 12:27:34 PM
From: ElmerRead Replies (1) of 275872
 
Thanks for the reply. That is what were are trying to figure out. And it is all of that overcapacity, big inefficient dies etc. which could spell real trouble for Intel in a price war.

I don't think the P4 die is so big on .13u and it will shrink further before long. Additionally there is the yield problem at AMD. I know you don't agree on that but that's my view.

EP
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