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

To: Charles Gryba who wrote (65610)	12/13/2001 6:08:08 PM
From: AK2004	Respond to of 275872

CG Pru implied more than just MHz. Intel was behind in MHz game at one point and yet maintained it's leadership (at least in revenues). Pru gives very little credit to amd's effort in other sectors like mobile , commercial desktop, etc inspite of market share gains. Pru also concentrates on 1q01, the quarter that is expected to be slower to begin with and the transition period for amd. Very little credit was given for relatively solid roadmap beyond that. Regards -Albert ps I am usually not in favor of conspiracy theories but it is also possible that one of the pru's big clients got stuck with short amd position after the price jump.

To: Charles Gryba who wrote (65610)	12/13/2001 10:40:15 PM
From: Mani1	Respond to of 275872

Re <<, his point is the Mhz gap will hurt AMD which in my opinion won't be there due to quantispeed.>> I am not so sure. Sure, the quantispeed thingy sounds like a success so far. But the true test is when Intel floods the market with 2.0GHz and higher P4's. I for one think that AMD can be hurt big time by that. I continue to wonder as to what is the true cause of the P4 shortages. Intel spend all this money in capital equipment based on market forecast that have nor materialized. Intel defied all market prediction and spent spent spent on fab equipment, and now they can't meet demand? Very strange in my opinion. Mani