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

To: Paul Engel who wrote (41419)	5/29/2001 12:12:36 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Paul, So - let's just call it a one year slip - for now. Until it slips further. Ok, at least we can agree on something. To me, Hammer series delay of 1 year (if it's only that long) delay is not as much of a cause of concern, since Hammer in 2H 2001 or 1H 2002 would have been an icing on the cake. Palomino delay of 6 months to 1 year is more of a problem, since it is (would have been) a steak, if it was released on time. Now it will be just bread and butter. Hammer chip has probably missed the icing category, and is now still a good steak candidate, but any further slips will turn it into bread and butter. Enough food analogies for tonight. Joe