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: porn_start878 who wrote (12082)	10/8/2000 2:35:03 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

max: AMD will have its work cut out in Y2001 meeting demand for Durons and Athlons...with or without mobile Athys imho...AMD's major Y2001 problem will be the supply constraint...mobile Athys, workstation systems and servers will be icing on the cake... AMD is in the enviable position of offering the market the best value product in retail quantities at all MHz ranges in an environment of increasing product demand... INTC is in the unenviable position of having binsplits around 700 MHz, a range that is about to vanish beneath the soon to be entry point of 800 MHZ...INTC may be able to produce a zillion 650 MHz PWeeiii's, but, I'd argue the demand just won't be there in 3 months... What I'm saying is demand for 1 gig and up will increase in Y2001, while that for 700MHz and under will drop off significantly...All I can say, is that, unless INTC pulls a rabbit out of its hat, something I'm not confident of, then let's hope for the sake of the INTC shareholder that the Xbox contract doesn't include scorched earth pricing!!!