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

To: porn_start878 who wrote (15465)	10/22/2000 1:54:18 PM
From: jeff_boyd___	Read Replies (1) \| Respond to of 275872

Max, Thanks for responding. I'm really evaluating whether to continue to hold or not. I agree with regard to their being able to sell 3.5-4 million Athlons in Q4, but it starts to get really tough in the first quarter in my very humble opinion. The PIV seems appealing not because it drives demand as previous generations of processors have done, but unfortunately more as a segmentation device. I don't think the corporate market has any interest in the PIV and until AMD breaks into the corporate segment, they seem very vulnerable. Once again in my very humble opinion. Jeff