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

To: Dan3 who wrote (78332)4/25/2002 1:19:46 AM
From: tcmayRead Replies (1) | Respond to of 275872
 
"It may be a little too soon to claim game, set, and match for AMD, but, strategically, Intel's paranoia is starting to look justified."

LOL. You've been singing this "game, set, and match" song for a long time. Since when AMD was in the 40s, in fact.

Now the savior is the Flopteron, profits still at least a year off.

--Tim May



To: Dan3 who wrote (78332)4/25/2002 8:10:41 AM
From: niceguy767Respond to of 275872
 
Dan3:

"It's starting to look like Intel's server business has been outclassed more by Opteron than Coppermine was by Athlon. AMD's midrange and high end server platforms completely overwhelms Intel's, and at a much lower cost. AMD is in a position to do to Intel what Intel did to SUN."

DM's intro of Athy 1000 days ago marked an AMD paradigm shift...DM's intro of Opteron yesterday marks an even more powerful 2nd AMD paradigm shift, it would seem...


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