Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (80185)	5/16/2002 9:57:06 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Dan3: "AMD won't surpass Intel in sales until 2005 at the earliest, maybe as late as 2006." How about eps??? 2003???

To: Dan3 who wrote (80185)	5/16/2002 11:12:32 PM
From: Jim McMannis	Respond to of 275872

RE:"AMD won't surpass Intel in sales until 2005 at the earliest, maybe as late as 2006." In order for that to happen AMD will have to have the clearly superior product across most of the application spectrum...constantly...for 3 years. While AMD has had periods with superior product in a narrow area of application they have never been able to keep it together long. I doubt seriously that Intel would allow hammer to hammer them that long before they scrambled to a x-86-64 bit chip. Since they are already working on one...I'm sure they are covering themselves in the event it looks like it might get away from them. OK..and Thoroughbred is looking more and more like AMD doesn't care if it comes out or not. Apparently they are putting most resources to Hammer. Jim