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

To: Paul Engel who wrote (46550)	7/7/2001 9:56:24 PM
From: Dan3	Respond to of 275872

Re: Thursday April 26 2001 04:15 PM EDT Here's what I wrote last Octorber 14, 2000 when you thought Intel's Q4/Q1 were in great shape: I think there were supposed to be at least two corporate PC deals, and that at the last minute they were cancelled. And it was due to Intel pressure on the OEMs.... AMD was going to get a handful of corporate SKUs. Then Intel's arm twisting pushed AMD out of the promised large business SKUs.... the microprocessor business equivalent of nuclear war. Unfortunately for Intel, all it has are conventional weapons right now. If Intel can come up a couple million P4's, P4 motherboards, and a couple million pairs of RIMMs between now and the end of November, and price the package (CPU, Mobo, and RAM) at less than $750, then Intel can negate what Jerry has launched. I really don't think Intel can ship more than a few hundred thousand in that time frame, and the cost will be much too high, so Q4 is really up for grabs. We're all in for a wild ride. Message 14582778 Did I call it or what?