Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (21598)	12/5/2000 5:52:30 PM
From: Alighieri	Respond to of 275872

Capiche??? Thanks, I understood that...but your Italian....if I may be pedantic... Capisci? From the verb Capire...To Understand Sorry, Al

To: kash johal who wrote (21598)	12/5/2000 5:55:40 PM
From: Scumbria	Read Replies (1) \| Respond to of 275872

Kash, No=one is saying that AMD cant manufacture the parts Except for Elmer. Scumbria

To: kash johal who wrote (21598)	12/5/2000 6:01:57 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: The problem is demand and NOT manufacturing. Demand for 1GHZ and faster processors that work with inexpensive RAM and cost ~$30 to manufacture will continue to be just fine for the next two quarters. After that, AMD needs Palamino etc. and lots of cheap DDR motherboards - which I think they'll have. By early 2001, they need a high speed 64 bit processor that is inexpensive to manufacture and works with inexpensive memory - and they expect to have that, as well. If AMD can execute its roadmap, which is a much easier one to deal with than Intel's, AMD will do well. Regards, Dan