SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Neil Booth who wrote (32721)3/22/2001 11:58:17 AM
From: niceguy767Respond to of 275872
 
Neil:

"Where's Niceguy today? He's not doing a PE noshow is he?"

I'm back (in meetings all morning)...
Doesn't look like the market is in any way negative about AMD's shift in its roadmap...Heck why would it be??? New product release today that looks to be yet another barnburner and force continued pressure on Dresden production capacity...

The palomino family of processors, when they arrive, will raise the "competitive" level by at least one notch...With todays new product release, it would seem that AMD is already one notch above its comppetitors in performance...No need to rush the palomino family of processors until the competition reaches a competitive level with the Dresden Athys and when Dresden capacity can assure supply!!!