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

To: FJB who wrote (22637)	12/16/2000 1:51:29 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Bob, Re: I hope in the long run, AMD will fare better than the MeeToo NVDA and MeeToo but free MSFT. I don't understand that statement. I should have said MeeToo XXXX companies MeeToo NVDA companies: 3dfx, S3, etc. MeeToo MSFT companies: Linux, Netscape, Corel, and everything else anti-MSFT MeeToo INTC companies: NEC, Harris, Cyrix, IDT, Rise, Via AMD is doing remarkably well compared to the companies above, but about 1 year of bad execution may turn AMD into one of the above. We are 3 months into that 1 year. If things don't turn around (760 debugged, 760 MP, DDR in general, Mustang/Palomino/Morgan release, notebooks, solid progress on .13u, Hammer family), AMD will start losing ground quickly. Joe