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

To: kash johal who wrote (50558)8/9/2001 7:43:32 PM
From: AK2004Respond to of 275872
 
Kash
re: AMD has lost the MHZ war.
well, yes, AMD's fastest chip is at 1.4GHz while intel's is at 1.7GHz
re: The stock is mortally wounded.
it is hurting by price war and weak demand but "mortally wounded"?
re: I think we all see AMD as being in deep trouble.
I don't. Remember that athlon pulled amd from the last "deep trouble" and the new chip is already on horizon.
AMD may get into the red zone but they can take now....
Regards
-Albert



To: kash johal who wrote (50558)8/9/2001 8:08:06 PM
From: Jim McMannisRespond to of 275872
 
RE:"I think we all see AMD as being in deep trouble"

Actually with <finally> Palomino, smp and notebook they are in much better shape than they were 3-4 months ago. The market just figured out what they should have known then.

It was well known the P4 would outscale the Athlon over a year ago. Hammer and Palomino delays were not known.

Not to mention the whole chip industry is in deep doo doo...

Jim


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