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


To: boris_a who wrote (9390)9/20/2000 3:30:50 PM
From: Tony ViolaRead Replies (1) | Respond to of 275872
 
I knew that, if I made an objective post on this thread, (the Rambus one) I'd get some sh*t thrown back at me. Why do I bother?

- Chipsets? (recalls)
- Itanium? (delayed by several YEARS now; IA-64 performance? Ah, I know the answer: "Let's wait for the REAL Itanium". But how long?)
- Production? Unable to deliver, unable to crank up, recalls )
- Internet? (profits?)


How about all the sweetspot microprocessors the world needs, almost, plus all the IA server chips the world needs, almost, plus all the notebook chips the world needs?

It'll all be enough to bring in around $9B this quarter. How about AMD, which started around 2 years after Intel?

Tony