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

To: Tony Viola who wrote (25546)1/18/2001 11:38:09 AM
From: milo_moraiRespond to of 275872
 
I didn't get up till 7am so I missed him.(eom)



To: Tony Viola who wrote (25546)1/18/2001 11:41:15 AM
From: PetzRespond to of 275872
 
Tony, thanks for summary of Sanders on CNBC. WHEW! I'm glad he switched to his "gentleman" mode from "cowboy" mode. On AMD Capex vs. Intel, he's right. AMD's investment next year, at $1B plus half of the JV's $1B is exactly 1/5th of Intel's. This is in exact proportion to their market shares in PC's, and MORE than proportional comparing revenues.

Petz



To: Tony Viola who wrote (25546)1/18/2001 12:02:56 PM
From: Jim McMannisRead Replies (2) | Respond to of 275872
 
RE:"John, I guess I'm the only Intel-AMD watcher around here that saw Sanders on CNBC today. He was on at about 6:15 Pacific"

I saw him. It sounded like the SOS to me. "We are better than Intel"...blah blah blah...
What I want to know is what's wrong with the palo-moan-o. Why is it a couple months late? Why no powerNow on the mobile Duron? Where is the 760MP? And other minor details...

Jim


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