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

To: Pravin Kamdar who wrote (80319)	5/20/2002 2:16:22 PM
From: niceguy767	Respond to of 275872

Pravin: "Also, it is clear that either Intel is having yield problems at the high end, or the market is not interested in paying Intel a premium for 2.2, 2.4, and 2.53 Ghz P4s." JS did mention that the market was bimodal with 1700 representing the higher mode...I see that the AMD XP 2100, after a lengthy price decline, has shown some significant strength this past week... "Intel appears to be struggling. I would not be surprised to hear of layoffs at the next CC." With AMD's new product lineup about to be unveiled, INTC is about to be relegated to a distant "no.2" on a price/performance basis in both flash and cpu's, and, if true, that will necessarily result in a significant INTC reshaping...JS has alluded to AMD's goal of being undisputed "no. 1" from a price/performance perspective in both the flash and cpu segments...Seems JS is verging on realizing his goal with MirrorBit and Hammer...