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

To: Elmer who wrote (73301)	3/4/2002 10:31:32 PM
From: Jim McMannis	Respond to of 275872

RE:"My point is that there is no evidence whatsoever that Hammer will equal or exceed P4. All we have is hype from AMD while Intel ships millions of P4s. Intel's frequency headroom is outstanding and it's silly to try and predict P4 performance a year from now much less compare it to a near vapor Hammer" That's pretty much what I've been saying. One thing for sure...AMD will be the Mhz/PR loser for the rest of the year. When they get to .13u and if yields ain't too bad they may be able to increase margins or incite another price war. <G> When we talk Hammer we are talking next year. When we talk "now" you certainly are correct about the P4 selling. Basically too early to buy AMD for the hammer...maybe worth a buy based on getting to .13u and possible profitability...in Q2. Jim Jim