Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Pravin Kamdar who wrote (33288)	3/24/2001 8:59:17 PM
From: niceguy767	Respond to of 275872

Pravin: I'm beginning to think that AMD Dresden processors have become the consumer's first choice...and it won't be long before Austin processors become the consumer's first choice...It's a pity that AMD is currently production constrained out of Dresden, and, I'd guess, soon to be production constrained out of Austin owing to the high quality image spillover from Dresden...It's a pity that Dresden capacity in Y2001 is around 20 million units and Austin somewhere around the same... The consumer has just discovered AMD product...Demand for AMD product is just now entering the accelerating phase on the marketing curve..I suspect that we AMD longs "ain't seen nothin' yet"!!! (P3 is on its last legs and P4 can't seem to get out of the box...AMD can sell every Dresden unit it produces for the foreseeable future...fabulous niche that 1 gig to 1.33 gig niche...zero competition!!!)