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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 220.84-0.1%11:05 AM EST

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To: Dan3 who wrote (93483)2/22/2003 9:36:10 AM
From: DRBESRead Replies (3) of 275872
 
re: "Perhaps Intel's new theme song should be 'OOPS, I did it again.' "

It is an ongoing amazement to me how unforgiving many who post here are to very understandable delays on the part of AMD; while, far more profound stumbles on the part of inteL are accepted as par.

The onslaught that AMD is engineering against inteL would look to be amazing in its overwhelming scope and military-like precision. The real "surprize", however, may be in earlier profitability than anyone (except moi) may be expecting. If I am correct, AMD will have to feel compelled to update guidance within about three weeks. I have purchased some popcorn (and some additional AMD common) and found a comfortable (though, admittedly, very nervous) spot on the sidelines to view the spectacle as it unfolds.

Regards,

DARBES
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