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

To: that_crazy_doug who wrote (16097)	10/26/2000 11:16:28 AM
From: Andrew Shih	Read Replies (2) \| Respond to of 275872

>>>>>>>> The p4 will be there in larger quantities then the p3 1.13 would have been anyway. People around here need to get used to the fact that athlon will have to compete with p4, and comparisons to p3 are going to be obsolete. >>>>>>>> Wrong, wrong, wrong. It's the sweet spot that's important. While it may be nice to have the "fastest" PC available, the real key is to have the fastest machine at the best price points. Here is the power of AMD. Because they are not going after gross margins of 60+%, they can seriously undercut Intel. For the same cost, you can get 200MHz more. I don't need AMD to "destory" Intel. If they can become a solid competitor with 1/3 market share in 2 years, they will have a marketcap that's far higher than today.