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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST

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To: Dan3 who wrote (87124)8/16/2002 10:21:22 AM
From: niceguy767Read Replies (1) of 275872
 
Dan3:

" In real code, (at least, in our applications) the Athlon 2200+ is competitive with the P4 2.53. If this rumor is true, then AMD is blowing Intel out of the water with the old Athlon core, and Hammer is trumping an Ace."

Scarey thought, if true, and one is long INTC...Athy destroyed p3 and the highy touted Athy killer, the p4, seems destined for a life-ending struggle with Athy...all of which leaves the Hammer lineup uncontested in the topend...and thus, will complete the reversals of fortunes of the AMD/INTC adversaries, which began 3 years ago when Athy was introduced, prior to which period, INTC was uncontested in the top end!!!

The 180 degree turnarounds for both these companies from a point in time 3 years ago, looks to be fulfilled once Hammer takes a foothold!!! (Two companies headed in opposite directions!!!)
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