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

To: andreas_wonisch who wrote (68958)	1/25/2002 8:45:12 PM
From: niceguy767	Respond to of 275872

andreas: "In the first quarter of the Athlon introduction AMD sold 200,000 units (Q3 '99). In the second quarter 800,000, then 1,2 million, 1,8 million and 3,6 million to a total of about 9 million units after five quarters. If that's any indication for the Hammer ramp, AMD will not have been shipping more than ten million Hammers by 2004. I think Intel could catch up extremely fast once they have their design ready. Just take their P4 ramp as an example. If they had to start from the scratch it would be different but in this scenario I don't see a big advantage for AMD, only a small one if they can actually deliver their roadmap schedules. And it's IMO still a big question mark if AMD will actually ship Hammers this year." To be sure, it's healthy to be skeptical...but put the shoe on the other foot for a minute...If anyone should be skeptical about INTC's latest PR Yamhill concoction, it should be the INTC shareholder and the investment community, given the widening "PR concoction" gap and actuality over the past 3 years!!! All I'm saying is, if one is skeptical concerning AMD's plans, thnen one has cause to be downright cynical about INTC's plans based on comparative perfornmance over the past 3 years (i.e the Athy/p4 era)...