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

To: Jim McMannis who wrote (40478)	5/18/2001 6:51:21 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Jim: "I was talkin' notebooks. Tualatins should be able keep up with Palomino in notebook speeds or come within a speed grade or two unless something is wrong. Then again, a speed grade or two means a lot and can easily shift a lot of market " Seems to me the operative phrase above is "should be able to"...Been too many unfulfilled "should be able to's" uttered by INTC management over the past 2 years for me to attach any credence to the latest "should be able to" Tualatin...I'll believe it when competitive retail quantities of these "should be able to's" appear, but I'm not holding my breath...Seems to me that INTC, based upon "should be able to's" over the past 2 years, should be showing a sizeable price/performance advantage in the consumer segment by now...The reality, though, is that notwithstanding all the "should be able to's", AMD is offering the consumer a significant price/performance advantage in the consumer segment...and will soon do so in the mobile, server and workstation sectors...