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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%Dec 30 3:59 PM EST
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To: Joe NYC who wrote (118249)4/3/2004 5:44:54 PM
From: niceguy767Read Replies (2) of 275872
 
Jozef:

With INTC problems mounting by the day, AMD is positioned to be much, much more wildly profitable than in Westmount's worst nightmare! Current AMD trends are more positive than at any time in its history. Current INTC trends are more negative than at any time in their history!

The diverging performance pathways of AMD and INTC has not happened overnight. Everything began to change, in a relative performance sense, the day Dirk Meyer brought "spry Athy to the marketplace.

Wave 1 was "spry Athy" which garnered much in the way of enterprise attention but little in the way of enterprise revenue.

Wave 2(a) is Opteron, which in one short year has all the biggies, with the noteable exception of INTC's subsidiary, Dell, climbing abaord the Opteron express. Significant enterprise wins are beginning to flow in setting the foundation for an explosion in workstation and light mobile k8 wins once 90nm becomes mainstream and MSFT finalizes their software.

Wave 2(b) is MirrorBit which by yearend will, in all likelihood be as important a contributor to AMD's future flash plans as is Opteron to AMD's k8 plans.

Wave 3 occurs when the enterprise floodgates open up in response to 90nm workstation and light mobiles with their unparrallelled price/performance advantages over anything the compeition can offer.

Waves 2 and 3 are likely to hit full force by the end of FY04. The ripples are already hitting the beach!
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