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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (77381)	10/27/1999 7:45:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1573433

Re: why isn't AMD soaring into the $20s...$30s...$40s AMD has such a long history of disappointing. And the market has a long memory for bad news surprises and a conviction that all fundamental (technical) knowledge is already in the stock price - so why bother considering it? AMD could still stumble on its move to .18, and Intel will certainly get its act together eventually. Maybe Barrett will listen a little less to the PR guys and a little more to the engineers. But DDR chipsets for Athlon will be out soon, and if Intel is still chasing the Rambus dream it could get ugly for them. Intel's coppermine with $3 a meg high latency 1.6 Mbyte/sec Rambus will be facing .18 Athlons running on low latency 2.1 Mbyte/sec memory that costs a little over $1 a megabyte. We should see that $40 stock price soon after that. Dan