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

To: tejek who wrote (125793)10/11/2000 2:06:07 PM
From: Road Walker  Read Replies (1) | Respond to of 1570757
 
Ted,

I agree, clear field is a good way to put it. I added a little more AMD today. I don't know the downside on Intel, they still have a good lock on notebook and server, both are growing and very profitable, but desktop they have left the door open for AMD. I imagine, with this latest news, that AMD will be able to make significant progress in the business market over the next 12 months.

Whats your feeling on AMD earnings, should I have waited to buy?

John



To: tejek who wrote (125793)10/11/2000 2:14:54 PM
From: Windsock  Read Replies (1) | Respond to of 1570757
 
Re:"I am not in the business but I can't believe its normal for them to take 18-24 months to get a chip to full volume. Maybe I am wrong but it sounds rediculous."

The Athlon was introduced 16 months ago, and its unit volume is still less than that of the K6.

It does indeed take 18 to 24 months for a new generation to replace the prior generation as the volume leader, in units.


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