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

To: Petz who wrote (9413)	9/20/2000 6:26:22 PM
From: AK2004	Respond to of 275872

John I gather you liked the report then :-)) Seriously, I found it to be very interesting. While it is extremely biased toward intel it does provide some interesting bits of info. For example the rumors of compaq not using amd chips is clearly false since the ## are high enough to substantially affect amd's unit sale. Another bit is about 2GHz p4 in year 01 - does that mean that amd is likely to be more than competitive clockwise all through 01, at least? And of course the problem with chipsets indicates that the yields are good......... Or the best one is that the report gives excuses for intel coming short of expectation and the excuses why amd would meet the expectation :-)) Regards -Albert