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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 200.46-17.2%Feb 4 3:59 PM EST
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To: milo_morai who wrote (74828)3/18/2002 12:29:02 PM
From: Charles GrybaRead Replies (2) of 275872
 
milo, 20-25% is not enough unless it scales to 3Ghz in .13. AMD cannot get design wins from Intel unless the performance of its CPUS is clearly way ahead. The 64-bit stuff though should increase hammer sales especially if they emphasize the 40%+ increase in 64-bit apps ( even if there aren't any, the average consumer is not that smart ).

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