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

To: niceguy767 who wrote (7551)	9/5/2000 10:32:08 AM
From: EricRR	Read Replies (2) \| Respond to of 275872

Niceguy, you hit it right on the nose. Weak demand for PWeeIII 700 MHz and under will cause slower-than- expected growth From Kumar: -1st half of 2001 will be weak for Intel due to poor MHz/GHz spread. And what is the name of the company that has raised the speed bar? <GGG> Kumar has finally acknowledged what we knew all along. Intel is behind in the speed war, and their ASP's will pay for it. Demand is still ney hot, just not for Intel's high priced low speed parts. Kumar has admitted AMD's significance.