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

To: boris_a who wrote (15256)	10/20/2000 2:17:41 PM
From: 5dave22	Read Replies (3) \| Respond to of 275872

Boris <Don't worry. P4 is good for AMD (Q1/Q2). Everyone who can't afford a 1.5 GHz P4 system wants a GHz PC in a similar performance range for less $. Customer learned for 20 years now: more MHz, higher price. This habit will not change soon. As for P4 and Q3/Q4, we'll see. Too far away.> I have no doubt that it will be good AMD. The question is will it be good for the STOCK. I doubt it. Still in Intel's shadow. Especially when AMD loses the speed lead. That will hurt shareprice further. I'm convinced Jerry doesn't give a crap about shareprice. I think he's trying to make as much money for the company as possible, so he gets big fat bonuses. That is the most lucrative decision for him. David