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


To: fyodor_ who wrote (56436)9/25/2001 11:07:57 PM
From: kash johalRespond to of 275872
 
fyodor,

re:"I also don't think it's unlikely that NVIDIA's brand name on the chipset is worthless to an OEM…"

Well perhaps you are right and i am wrong.

Perhaps the oems will be so embarrased to mention the lousy CPU vendor they will start to market the chipset instead.

And you can be sure this will be a new "market segment".

And with my DROID "analysis" this will be awesome for AMD's valuation.

Time to short Intel methinks!!!

Kash