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

To: peter_luc who wrote (30958)	3/9/2001 7:54:27 AM
From: niceguy767	Respond to of 275872

peter: "The current slowdown in the corporate sector represents a big chance for AMD for two reasons. On the one hand, PC vendors will finally have to rethink their product mix in this sector and offer a more attractive solution. On the other hand, every deferred corporate PC purchase today (whith AMD not yet being a player there) may well be an AMD purchase tomorrow when AMD processors (Palomino) will finally be offered for corporate customers as well." Agreed...and that underscores why AMD's largest problem in Y2001 will be meeting demand for its Dresden production!!! I suspect that AMD will sell out all Dresden production for the foreseeable future as ramping to capacity continues...Mr. Sander's insistence on the Dresden fab, in the face of much derision and financial constraints is turning out to be of the same scale as his decision to bring Mr. Meyer into the AMD fold...