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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (1161)7/18/2000 10:56:32 PM
From: Tony ViolaRead Replies (3) | Respond to of 275872
 
Albert, >You are the stock-holder so it is up to you....

All indications are that Intel will blow the doors off in Q3 and Q4. This was the "testy" quarter. I'll be OK. Thanks for your concern.

When Intel does get the capacity all in place, and you know they will because that's their forte, and P4 comes out at 1.3 or 1.4 GHz, I'd be worried as an AMD holder.

Tony



To: AK2004 who wrote (1161)7/18/2000 11:08:44 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Albert,

But the point remains that revenue out of p4 and Itanium would be small for the rest of the year.

I didn't listen to the CC. Was anything said about P4 revenue in 2H?

Joe


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