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

To: Petz who wrote (21949)12/8/2000 1:50:06 AM
From: jeff_boyd___Read Replies (1) | Respond to of 275872
 
"Segmentation"

John, I know that all the points you make regarding performance are correct, but my basic concern is still that even with the performance benefit AMD has virtually no presence in the corporate sector.

Until this changes, AMD would remains vulnerable to the PIV in the consumer space. Fortunately they are o.k for now, but as the PIV and infrastructure ramps, they have the potential to get killed IMHO.

Regards,

Jeff



To: Petz who wrote (21949)12/8/2000 2:09:21 AM
From: CirruslvrRead Replies (3) | Respond to of 275872
 
Petz - RE: "There are rumors that the Palomino high-end Athlon will appear well before Q2 with speeds overlapping the P4 range."

Whoa, where did you read that? I find that hard to believe.


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