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: peter_luc who wrote (45203)	6/26/2001 12:51:43 PM
From: ajbrenner	Read Replies (1) \| Respond to of 275872

Re:Unfortunately, there are a lot of bad news for AMD in the article. jjayxxxx, Once again proving that not all news posted on this thread indicates blue sky and clear sailing for AMD. Did you notice how Dean managed to make his point without any personal attacks or one single fecal matter refrence? Kind of makes you take him seriously. ajb

To: peter_luc who wrote (45203)	6/26/2001 12:52:18 PM
From: heatsinker2	Read Replies (1) \| Respond to of 275872

Peter_Luc- Unfortunately, there are a lot of bad news for AMD in the article I agree that the overall outlook is not great at this moment. However there are some postivie notes, for example: On the desktop, Athlon/Duron seems to be the popular choice, though P4 has reportedly begun to pick up some steam. All indications point to the PIII as the processor that is getting affected by P4 sales, rather than Athlon. The current P4 implementation (Willamette/Socket 423) is scheduled to top out at 2GHz later this year, however there seems to be a chance that Intel may leave 2GHz for Northwood (Socket 478). Until Northwood appears, Athlon/Duron will probably still have the momentum in this market. However, there is no doubt that Intel is pushing P4 with all their might. realworldtech.com That is from the processor section, which somewhat contradicts what was stated in the PCB section. Dean doesn't mention that Toolie won't be ready for back to school, and the availability may be limited for Christmas as well. Even if the hammers never make it in the commercial server space, AMD can still do just fine, IMHO.