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

To: Petz who wrote (12804)10/11/2000 2:00:58 AM
From: dougSF30Respond to of 275872
 
Petz, plus, Tbird/Duron infrastructure (mobo, etc) costs are coming way down this quarter, now that they are no longer tightly constrained.

This, combined with AMD's increasingly good rep, means they shouldn't need as large a discount relative to Intel chips.

But of course, Peck knows best... AMD picked "the wrong time" to turn its business around. Presumably he thinks they should've stuck with the K6 ?!?! DUH.

Doug



To: Petz who wrote (12804)10/11/2000 2:51:28 AM
From: Pravin KamdarRead Replies (1) | Respond to of 275872
 
John,

Please send your post to Drew Peck.

Pravin.


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