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


To: milo_morai who wrote (73959)3/7/2002 8:38:26 PM
From: niceguy767Respond to of 275872
 
milo:

"1. I'm disappointed in the poor showing of A4 1500+'s"

Me too, I had hoped that we'd have seen the thin A4 by now...

"2. I was hoping to see 130nm CPU announcements in the 1st week of March."

Let's hold off on that one 'til after March 20th...

"3. And I'd like to see more AMD marketing."

Let's wait for the hammer series...AMD is currently maintaining market share (heck, INTC's $6.6 to $6.9 billion q1 forecast is nothing to write home about)...XP+ is marketing genius (i.e high value/$$$)...Lots of time to market when hammer arrives...



To: milo_morai who wrote (73959)3/7/2002 8:47:55 PM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
Milo,

1. I'm disappointed in the poor showing of A4 1500+'s

AMD badly needs a good DDR notebook chipset. Is nForce notebook capable? The Compaq reviewed by PC Magazine had SDR and extremely poor graphics. nForce would address both.

2. I was hoping to see 130nm CPU announcements in the 1st week of March.

CeBit will be it, which is next week. But I hate notebook launches, since you can't really buy these chips, so it is hard to know how good the launch was. I am concerned how much of a delay will there be from notebook launch to desktop / MP.

Joe