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


To: dale_laroy who wrote (37061)4/23/2001 12:01:07 PM
From: Pravin KamdarRespond to of 275872
 
Dale,

Could be another rough day for the semis tomorrow. CNBC will have Joe Osha and Drew Peck on in the morning to discuss the semiconductor sector. Osha downgraded Intel today, and we all know how Peck feels about this price war. I'm sure their comments will not be rosy.

Pravin.



To: dale_laroy who wrote (37061)4/23/2001 12:03:11 PM
From: combjellyRespond to of 275872
 
"Microsoft's gravitation towards AMD is as much a response to the underperforming P4 as it is to Itanic. "

I suspect that if Microsoft wants to see any return on their investment in Win64, they will have to embrace the Hammers rather than the eternally in pilot production Itanium...