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

To: hmaly who wrote (125041)	9/29/2000 2:27:55 AM
From: tejek	Respond to of 1575598

Ted, I was thinking AMD and Intel would drop slightly below last Friday, as AMD seem to have support there. The P4 delay could be big because it just may start to change the physcology, in that Intel; once believed to be a great manufacturing machine; is starting to look second class. Not going to copper is really looking like a bad decision; not putting in enough resources to be competitive in chip designs and manufacturing capability is starting to look like a penny wise but dollar foolish situation. AAPL not being able to get over 450 mhz, refusing to give customers back their difference in costs between the 450 and 500 mhz hurt also. Of the three main pc manufacturers, AMD is the only one left standing. One can only hope its stock will start to show improvement shortly. Harry, I tend to agree with your take on the situation. I guess it depends on how serious people view the AAPL warning. ted