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: AK2004 who wrote (45714)	6/29/2001 11:00:12 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Albert, An interesting article about Apple and Motorola: theregister.co.uk Could lead to interesting possibilities for AMD. Pravin

To: AK2004 who wrote (45714)	6/29/2001 11:18:44 AM
From: that_crazy_doug	Read Replies (2) \| Respond to of 275872

<< here is the report, I did not see it posted yet >> Was this the same guy who said AMD was going to sell notebooks to Dell?

To: AK2004 who wrote (45714)	6/29/2001 11:42:57 AM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Albert, Re: Athlon 4 (Palomino) is hot. Hot? He should have written 'cool'. ;-) Otherwise an encouraging report. Although I'm a bit surprised that he sees 1 GHz at the current sweet-spot (IMO it's at 1.2 GHz), there's apparently healthy demand in Asia. This could offset the decreasing retail market share (at least according to anecdotal evidence) in the US. BTW, funny: Since Elmer and Yousef invaded the thread, the stock has gone up 20%. They should come here more often. <g> Andreas

To: AK2004 who wrote (45714)	6/29/2001 2:56:06 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

<00:33am EDT 29-Jun-01 Robertson Stephens (Rothdeutsch, Eric) AMD Market Share Gains Seen Continuing; Notebook Products are Red-Hot> Wasn't someone on this thread saying just yesterday, that the drop in pricing is good for AMD and AMD may come in at toward the low-end of expectations causing the stock to pop? ;-) I wondered a few weeks back if AMD can makeup for the market share it lost in the first half of the quarter. It appears that AMD is gaining back some of the share which is good. I still doubt if AMD will come out ahead for the quarter but the adds look good right now (though it would be driven by rock bottom Duron prices. P. P.S.: Eric Rothdeutsch is good. For the past few months I have felt that his research quality has equaled or exceeded Jonathan Joseph's.