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


To: kash johal who wrote (21887)12/7/2000 7:32:35 PM
From: niceguy767Respond to of 275872
 
kash:

"Poor PC demand is BAD news for everybody.

Poor telecom demand is BAD news for everybody."

Seems you're caught up in the negative hype around PC growth rate...Last I heard, they're projecting 15% increase over Y2000...Assuming amd captures that 15% and makes additional inroads owing to its "hot" product lineup in Y2001 which includes DDR, mobile, and server new offerings, not to mention palomino,I don't see 40 million AMd microprocessors as being an insurmountable target...Perhaps you do???



To: kash johal who wrote (21887)12/7/2000 7:34:37 PM
From: niceguy767Read Replies (2) | Respond to of 275872
 
kash:

""Possible scenario unfolding here: INTC's worst 4th quarter in 10 years vs. AMD's best 4th quarter in 10 years.."

Additionally: Perhaps you think that scenario is impossible???