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

To: tejek who wrote (16772)10/30/2000 4:26:52 PM
From: Milan ShahRead Replies (2) | Respond to of 275872
 
There seems to be a lot of good AMD news today. Are you at all worried that it is not moving the stock?

If you look at the full report, you begin to understand why this whole thing is a non-event. Here's the report:

yahoo.cnet.com

To quote from the earlier part of the report, "The Nampa, Idaho-based PC maker Monday refreshed its notebook line, added 1.2-GHz Athlon processors to its desktop lineup and cut a deal whereby Hewlett-Packard will make servers for Micron.

The HP deal is perhaps the most significant part of the announcement, as Micron has been overshadowed by industry leaders in selling servers. "

The Athlon/DDR stuff almost looks like a footnote.

Jerry Sanders was supposed to be the marketing genius of the original chip guys (moore, grove, kilby etc.) It is very, very surprizing that AMD does so poorly in its marketing.

Milan



To: tejek who wrote (16772)10/30/2000 5:13:17 PM
From: f.simonsRead Replies (1) | Respond to of 275872
 
You wouldn't think that Intel investors would be that threatened by the advent of AMD's DDR chipset, now would you ? ;~))

Ted-

I don't think Intel's small decrease today had any more to do with the chipset than did AMD's small decrease. But all the good news was AMD's today and the stock refused to budge. MU, part of the good news for AMD, moved up nicely.

Frank


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