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

To: andreas_wonisch who wrote (73167)	3/4/2002 7:16:33 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>You might argue that AMD deliberately introduced a very conservative rating to make a good first impression and now stretches it credibility. I don't think that this is the case since this would backfire pretty soon. I think it is. > Either they have some surprises in store for Thoroughbred (from a IPC standpoint) or they hope that the current rating will be good until the Hammer introduction.< Crossover will indeed occur just about the time Hammer is introduced. Then AMD can shift the QS ratings for Athlon to being versus P4 Celeron, while moving on the the M rating versus Northwood for Hammer.