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

To: quasar_1 who wrote (15265)10/20/2000 3:20:53 PM
From: Jim McMannisRead Replies (2) | Respond to of 275872
 
Quasar,

RE:"Shareholders don't care about headlines such as who has the speed lead.:

The anticipation of AMD losing the Mhz lead is hurting it's stock price right now. Trust me...
The markets look 6-12 months out. Intel may have mucked up in the recent past but there is a lot of anticipation that they won't muck up forever. They are hog tied by Rambus now but by their own admission RAMBUS was a mistake and they will be moving on to DDR and back to SDRAM for the P4.
The P4 will out-scale the current Athlon core.
This is what Analysts are looking at.
AMD had better have an answer because sooner or later the continuous reprieves from Intel may well run out...

Jim



To: quasar_1 who wrote (15265)10/20/2000 3:58:53 PM
From: 5dave22Respond to of 275872
 
Quasar, good points ... in theory. Not with AMD. eom



To: quasar_1 who wrote (15265)10/20/2000 6:18:15 PM
From: Paul EngelRespond to of 275872
 
Re: "It is Intel that is missing estimates and delivery dates..... If their SMP solutions get legs they will establish a foothold in the larger segment of the CPU market...servers"

I guess you haven't heard the AMD SMP server news !!!


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