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

To: tejek who wrote (66529)	12/28/2001 5:23:29 PM
From: greg s	Respond to of 275872

re: AMD was the semi's classic turnaround story for 2000 I won't argue that point. And I won't argue that intel has misstepped in the past (as has AMD in it's history). Looking forward, Northwood puts Athlon at a 600 MHz defecit in the short term. IA-64 is winning converts for future application across the big players in the server market. AMD's hamster is slipping a quarter every quarter and now appears to be repositioned as a desktop chip as opposed to it's original vaunted target for servers. re: to know your enemy's worth. I do. That, in fact, is the basis for my position. <VBG>