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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Jim McMannis who wrote (75192)3/21/2002 7:16:55 PM
From: Gopher BrokeRead Replies (1) of 275872
 
but Intel is in the drivers seat right now

Huh? Intel are squeezing what they can out of their .13 process and AMD is keeping pace on the aging .18 process. By all means criticise AMD for being late with .13 bulk but you can't say Intel are in the driving seat. Tbred is going to put them in a world of pain over the next few months. Then there is the second blow of .13 SOI coming in the fall. And then Hammer in December.

Hammer is the third strike, not the first.
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