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

To: tejek who wrote (52068)8/22/2001 5:33:16 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
Ted
re: How much do you think AMD will be hurt by a messed up GTW and IBM's
it is a huge loss but mostly in image rather than actual sales. IMHO, Amd can afford to loose 5% over the next few quarters. 5% = 25% of amd sales.
re: think the 800 lb gorilla is starting to wake up
intel delivered few blows so let's see if amd would manage to stand on their fit
Regards
-Albert



To: tejek who wrote (52068)8/22/2001 5:42:35 PM
From: fyodor_Read Replies (1) | Respond to of 275872
 
ted: How much do you think AMD will be hurt by a messed up GTW and IBM's discontinue of the Athlon in US sales?

Hopefully less than is gained through AthlonMP, mobile Athlon4 and mobile Duron sales.

-fyo


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