Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.95

+0.8%

10:17 AM EST

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To: Tony Viola who wrote (75960)	3/31/2002 7:08:49 PM
From: Joe NYC	Read Replies (3) of 275872

Tony, Were there no leaks, like with Intel P4's at Akihabara, Japan and other places? Nobody's reported hide nor hair of any AMD 0.13s. AMD's strategy of releasing XP and Tbred makes it tough on investors to know what's going on, since there are generally no leaks on notebook parts. It is easy to be under the impression that everything is fine, when in fact the new processors may be delayed to the point of having huge material impact on earnings, as with Palomino. Tbred so far has all the signs of being a disaster (based on schedule slips) like Palomino. Joe

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