Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles R who wrote (9261)	9/19/2000 10:12:44 PM
From: TechieGuy-alt	Respond to of 275872

I am just arguing that I think that AMD fundamentals are stronger (IMHO) now than 2Q ago. You made a point that reflected a reverse opinion. I did not voice an opinion on any product cause/relationship between chipsets/ramp etc. By all indications Dresden was ready for production in Q4 1999 (and definitely no later than Q1 2000). From a fundamental position standpoint (and sleeping soundly standpoint), "ready to ramp" and "is at 30% capacity with yields greater than Austin.." are a world apart. Heck not even the same galaxy- specially with AMD and it's "late mask" fix and other production problems history baggage. I think you mistook my post to be counter argument for your other points in your post that I was replying to. I reposted the particular point of yours that I disagreed with. Maybe that is why you said: " Sounds to me like we are not even talking the same language. " TG