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

To: Pravin Kamdar who wrote (64890)	12/3/2001 11:31:28 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Pravin, Interesting new tech, SON, beats SOI. eet.com Bill

To: Pravin Kamdar who wrote (64890)	12/3/2001 11:41:30 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: We could be looking at $1.50 per share in profit in Q4 one year from now It's starting to look a lot like the .25 to .18 transition + Athlon, isn't it? The interesting thing is, if 6 million hammers take as much space as 9 million Thoroughbred/Bartons, but they have 4 million Durons fabbed in Taiwan, they will have about 50% of the market, with the costs of 1 FAB. Intel would have the other 50% of the market, while trying to carry 4 times the costs. I don't think Intel will be able to bomb prices next year...