Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 3:59 PM EST

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To: Jim McMannis who wrote (73289)	3/4/2002 10:13:57 PM
From: niceguy767	Read Replies (1) of 275872

Jim: "Even then, look how long SUN remained strong even after they had an inferior platform.... It will take more than just a superior product to chew more into Intel...a nice paradigm shift is what's needed." JS said tonight that AMD had doubled its market share since '96, let's say it took 6 years...If Hammer's attributes are much superior to p4's, it may not take another 6 years to go from 20% to 40%...AMD's Athy has laid the foundation...If Hammer's features provide significant advantage over INTC's offerings, accelerating market share gains by AMD are a likelihood, imo...Indeed 2003 could be a banner year for AMD as the Hammer product cycle swings into full gear...

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