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

To: Joe NYC who wrote (72013)	2/20/2002 12:41:07 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

Q1 and Q2 have potential for Intel to: a) make some hay b) or make life a bit more miserable for AMD So far, it looks like Intel is following path a} If your theory is correct it's nice to see a company that puts shareholders and profits above personal vendettas. EP

To: Joe NYC who wrote (72013)	2/20/2002 12:58:47 PM
From: Jim McMannis	Respond to of 275872

RE:"Q1 and Q2 have potential for Intel to: a) make some hay b) or make life a bit more miserable for AMD So far, it looks like Intel is following path a}" My stance has not changed, Intel is in the drivers seat at least until Q4 even though .13u will help AMD survive the year. If they can do that and maintain 20% it will be a major feat in itself. Also, I see mostly P4s with DDR now at retail. Amazing that it took Intel to really get DDR going and slam the door on Rambus and SDRAM. My main distributor has eliminated P4 SDRAM boards all together. Jim