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

To: fyodor_ who wrote (17752)	11/5/2000 12:44:24 PM
From: niceguy767	Respond to of 275872

fyodor: Can't disagree with anything you have presented...Just my sense of AMD evolution is a little more positive than some on most fronts...for reasons that follow...AMD, in 12 months has evolved from being a competitor in only the low end PC space to offering the best price/performance products in not only the low, but the medium and now the top-end PC spaces and all the while providing record revenues and earnings...AMD's research department has been developing additional derivatives of the Athy during this phase and no doubt are close to introduction of new products in the workstation, mobile and server spaces...How close, as you correctly point out, is anybody's guess...but suffice it to say, much, much closer than 12 months ago when few, if any, entertained the possibility of AMD owning the top end of the PC market...In AMD I see a company executing very very well...In INTC, I see a company struggling with execution...These very basic differences in current levels of execution seem to get lost when extrapolating P4, which may in fact never see the light of day in a meaningfully competitive sense (i.e 12 months, if ever, before produced in meaningful quantities)to a 1.2 gig Athy with DDR which is "here and now" and highly likely to flood the market place with product before Q1...What I see is a bunch of INTC PR versus a whole lot of AMD performance...I tend to discount PR fairly heavily particualarly when compared to something wholly tangible and real as in the 1.2 gig Athy/DDR combination...INTC is attempting to buy time, about another 12 months, imho, by hiding behind such ridiculous comarative models...Twelve months out, it is highly probable that AMD will be at 2.0 Gigs with real product at the best price/performance, imho...