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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Yousef who wrote (85999)7/29/2002 4:24:10 PM
From: Bill JacksonRead Replies (1) of 275872
 
Yousef, Lots of truth in what you say, but things change. The problem is AMD is smaller than intel and finds it harder to fund(both cash and mindpower) as many development areas as Intel, so they concentrate and they have done very well. Cost intek their monopoly margins, save for Xeons and now xeons will become threatened since the hammer seems to be very capable.

As for performance, a lot depends on the measure.
Speed has Intel ahead, performance per clock has AMD ahead.but at the same speed the AMD parts are markedly superior. Now if AMD can make the hammer as fast as the P4 and capable like the Athlon(or more so).....

Bill
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