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

To: Paul Engel who wrote (47239)	7/12/2001 4:59:24 PM
From: Gopher Broke	Read Replies (3) \| Respond to of 275872

I would conclude that AMD will have very little to compete with Intel in the mobile segment for about a year - or more. Firstly, Tualatin is not shipping yet is it? So it is Intel that don't currently have anything to compete in the mobile segment. That is why their retail notebook market share is diving. And do you really think that the non-SOI .13 shrink of the Morgan, due in 1H02 (the Appaloosa - or did you nickname it Appileosh*t?) will not give any performance improvements? This leff argument is exactly the same as we heard before the .25 to .18 shrink, and the performance gains there were better than anyone predicted.