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


To: Paul Engel who wrote (28816)2/17/2001 6:14:40 PM
From: Gopher BrokeRead Replies (2) | Respond to of 275872
 
Paul,

In your capacity as bringer-of-balance, I would appreciate you opinion on a couple of questions regarding the P4.

There are increasing reports from press and analysts of lacklustre P4 sales. Is this a falsehood, a disaster in the making for Intel, or simply a missed target that can be recovered with a strong marketing campaign?

Intel could cause problems for AMD by cranking up the P4 clock speed, yet this is not happening as quickly as one might expect. Do you think, as has been suggested here, that they are having problems ramping the clock speed on the .18 process?