Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: Monica Detwiler who wrote (76233)	4/2/2002 8:00:35 PM
From: niceguy767	Read Replies (1) of 275872

Monica: AMD has just done UMC, Alchemy and McCann?Erickson deals...INTC has just dropped $10 billion in net income trying to prop up the p4...I like the signals emanating from AMD much moreso than those from INTC...No doubt there is risk associated with Hammer, but, imo, not nearly so much as with p4...p4 seems to be dragging an anchor from my perspective...Imagine a company 10 times the size of AMD losing its competitive edge as has been the case over the past 3 years...INTC's going forward with p4, an architectural design that has in 2 years yet to prove its staying power...Mercy it can hardly keep afloat with ATHY XP as a competitor...Just how will it do so against Hammer??? By the way, where is the guy now who was in charge of the p4 project??? Who's next to get the heave ho???

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