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

To: peter_luc who wrote (73282)	3/4/2002 9:15:19 PM
From: wanna_bmw	Respond to of 275872

Peter, Re: "I believe that an important outcome of the Hammer presentation has been that AMD isn't automatically seen as doomed or "roadkill" any more. In the past, no matter how well AMD did, the general sentiment by many analysts was that in the not-too-distant future Intel was going to crush AMD. If this time we get less "AMD-has-no-song-and-no-prayer" or "AMD-is-going-to-$10" predictions, this alone would be a big success." Yes, I agree. AMD will make a small fortune with Hammer, or at least be able to hold onto their gains, but only as long as they play their cards right. IIRC, Intel will still be using Northwood until the second half of next year. That gives Hammer up to three quarters worth of being top dog, assuming they get infrastructure and support in place quickly (and assuming, of course, that performance, cost, etc meet expectations). wbmw

To: peter_luc who wrote (73282)	3/4/2002 9:35:47 PM
From: tejek	Respond to of 275872

I believe that an important outcome of the Hammer presentation has been that AMD isn't automatically seen as doomed or "roadkill" any more. In the past, no matter how well AMD did, the general sentiment by many analysts was that in the not-too-distant future Intel was going to crush AMD. If this time we get less "AMD-has-no-song-and-no-prayer" or "AMD-is-going-to-$10" predictions, this alone would be a big success. Peter, well said........I agree. When I first met up with AMD a few years ago, it was the perennial loser to Intel's winner. It was unclear whether the company would survive. Then came Athlon and everything changed but still people thought Intel would turn AMD into road kill. But now AMD has morphed into a company that commands respect, is looked to as a technological leader, and is expected to hold its own. Hammer will insure that that new status is not a fluke; that lightning does indeed strike twice at AMD. And its success will prove that the Athlon was just the beginning. ted