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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.08+6.5%1:15 PM EST

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To: milo_morai who wrote (77332)4/17/2002 3:08:31 AM
From: Pravin KamdarRead Replies (3) of 275872
 
Milo,

The no-show mobile Athlon XP release on the morning of their earnings release is the most pathetic thing I have ever seen out of the company. If I held the stock, I would be very nervous. I would ride Intel's coat tails until about mid day today, and then dump the POS. 0.13u is in serious trouble. If UMC doesn't save the day, AMD could be screwed. Sh*t, they've got a mobile 1600+ on 0.18u, and the best they could do with a 0.13u paper launch is 1400+. I bet Hector is reviewing his options.

Pravin.
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