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

To: kapkan4u who wrote (123609)	9/8/2000 9:12:56 AM
From: niceguy767	Respond to of 1571169

kapkan4u: "A high flying AMD stock that can be sold to build FABs is Intel's biggest nightmare." Comment: By February, AMD's "spry Athy" will likely have a 500 MHz gap as a cushion in its competition with its primary competitor...If a 500 MHz gap (i.e the widest MHz gap in the history of microprocessors) exists (i.e based upon real retail production quantites)come January, there is absolutely no way that AMD will be able to meet the explosion in demand for its revolutionary Athlon microprocessor based upoon current fab capacity...

To: kapkan4u who wrote (123609)	9/8/2000 4:31:55 PM
From: f.simons	Respond to of 1571169

A high flying AMD stock that can be sold to build FABs is Intel's biggest nightmare. Kap- When is the high flying part going to happen? Given the time needed to build a Fab, do you think that AMD has all the time in the world to wait for its stock to soar? Frank

To: kapkan4u who wrote (123609)	9/8/2000 6:02:07 PM
From: Scumbria	Read Replies (2) \| Respond to of 1571169

Kap, A high flying AMD stock that can be sold to build FABs is Intel's biggest nightmare. Doesn't Intel own a lot of AMD stock? They can probably keep this from happening. Scumbria