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

To: Yousef who wrote (81339)	6/2/2002 3:26:54 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Yousef, RE:" But Milo is easy to "fool" ... Remember, Jerry came from "marketing". AMD's biggest achievement to date is their "ModelHurtz" marketing HYPE." No sense beating that dead horse again. AMD has no choice but to use a PR rating...you can call it hype if you want but why lower yourself? AMD is LOSING the MHZ-MdHtz race and that's important. AMD can not gain share without that lead... AMD is having to farm out some .13u process... Right now AMD has no .13u except a few chips coming from Dresden sold into the notebook market. That's important. AMD is scrambling to get hammer up and running and Dredsen over to .13u to make a hammer. AMD is entering the summer with no .13u product...if this continues into August they're gonna have another grinch christmas like last year. Sure looks like a fire drill at a stop light to me.