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

To: tejek who wrote (105058)4/13/2000 12:52:00 PM
From: John Brenton Rowell  Read Replies (1) | Respond to of 1573922
 
I suspect they think Intel will fight back
Clearly Intel lost to AMD this quarter ...
(Rambus and 820 problems + {Out engineered?})

For 2001 Intel new chips all over the place. I guess its sort of like new race cars .... Performance wins but it its sure tough to bet against established (read rich) winners

IMO ... AMD has turned the corner and will stay profitable but I doubt they will make huge inroads against Intel

(the above is not an expert opinion)
Brent



To: tejek who wrote (105058)4/13/2000 12:55:00 PM
From: chic_hearne  Respond to of 1573922
 
Re: That's interesting...Goldman's sees AMD's eps lower in 2001 from 2000. Is that the Willy effect?

Ted,
I think we're looking a partial Willy effect, but more that AMD needs to prove themselves another quarter or 2 (it's not easy to forget that 15 year chart).

chic


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