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


To: niceguy767 who wrote (73955)3/7/2002 8:21:56 PM
From: milo_moraiRead Replies (2) | Respond to of 275872
 
Now that everyone thinks that the <font color=blue>Bears are gone.</font> I guess I better raise my bear points which I rarely do to the fact that there's far more bears in the woods then bulls.

1. I'm disappointed in the poor showing of A4 1500+'s
2. I was hoping to see 130nm CPU announcements in the 1st week of March.
3. And I'd like to see more AMD marketing.

The one real off setting event was the Hammer show across from the IDF. Wasn't expecting that to be done until June/July. This means AMD still on target for CH rollout.

M.



To: niceguy767 who wrote (73955)3/7/2002 8:26:31 PM
From: combjellyRead Replies (2) | Respond to of 275872
 
niceguy767,
Now let's be honest. They were several people who accused wanna_bmw of being a paid Intel stooge. Or of being an Intel employee, planted specifically to spin pro-Intel statements. I personally believe that was a little extreme, but considering the glee he takes in piling on on the Intel thread, I declined to defend him. Rightly or wrongly.

Now he has specifically stated that he didn't care for Intel's focus on MHz as a performance metric. And he rightly has taken AMD to task for being too vague about Quantispeed and the lack of announced progress on TPI. I think he has been overly harsh on his AMD criticism because TPI is pretty worthless without Intel's cooperation, but that is my opinion.