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

To: Bill Jackson who wrote (18072)	11/7/2000 2:31:03 PM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 275872

Bill, Don't count on it. Intel's new 0.13u process could easily be its savior. It appears to be ahead of AMD's process and will make it vary hard for AMD to compete in the mobile space. This is probably why AMD is down today. SOI will be a slow ramp for AMD at the end of 2001. I think we need to look at these developments as objectively as possible. Hopefully, we will hear some 0.13u guidance from AMD on Thursday, and see great technical specs on 12/12. Pravin.