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

To: combjelly who wrote (37078)	4/23/2001 1:40:52 PM
From: andreas_wonisch	Read Replies (4) \| Respond to of 275872

Comb & thread, another Intel paper launch? I just checked the company newstickers from DELL, GTW, CPQ, IBM and HWP and didn't see any announcements. You can configure a 1.7 GHz P4 on Dell's homepage but I didn't find the option on neither Compaq's nor IBM's homepage. So it looks like that this launch is even worse than the 1.13 GHz PIII launch. Andreas

To: combjelly who wrote (37078)	4/23/2001 2:45:29 PM
From: niceguy767	Respond to of 275872

combjelly "Actually it seems to be very much like the 1.13GHz launch. So what you might be seeing is a low volume, desperation launch..." You got it and INTC seems on its way to test that 52 week low of $22.25 in the next while...Probably get crossover in the interim as AMD just keeps encroaching on INTC sacred territory. The NEC server is "just a shot across the bow" signalling the beging of server margin declines for INTC. INTC's mobile margins will implode once the pony mobile arrives. Desparate times at the "old castle".