Pravin:
"The check's in the mail! First, if AMD does not make a profit in Q2, they will be a $10 stock a few minutes after the warning."
All negativity is already factored in to AMD's price...Once T-bred appears, the "nervous nellies" will settle down, once again...
"Second, when Intel goes down, AMD goes down. Your dire predictions for Intel only bode badly for AMD."
AMD does not have $5 billion in goodwill it has to eat...That is a major short term plus for AMD...AMD, for the first time ever, has "product potential" not only to compete with INTC, but to beat INTC soundly...That is a "new paradigm" I suspect the price relationship between stock will soon begin to reflect this new paradigm...
"Third, AMD is having manufacturing problems at 0.13u. If they also have problems with SOI, Clawhammer will slip to mid '03. "
Huh??? Where have you seen any reference to such other than the FUD by the Aberdeenies in our midst...
"Forth, I suspect that Prescott will beat Clawhammer in performance."
Anything is possible, I guess, but I wouldn't count on prescott beating anything...p3 was supposed to knock off Athy, it didn't...p4 was supposed to knock out Athy, it didn't...prescott might even have a hard time knocking out Athy, given recent product evolution trends... |
