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

To: Jim McMannis who wrote (81367)	6/2/2002 8:53:37 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: if they had worried more about scalability They worried about performance and price, and it looks like they were right. Thanks to model numbers that reflect performance, AMD has been doing just fine, and they now have a competitive 32-bit chip, a superior 64-bit chip, and superior flash, together with costs 1/6 those of its 3 times as large competitor (AMD's flash operation is about as big as Intel's, while AMD's CPU operation is about 1/4 the size of Intel's). I'd hate to be holding any INTC as the indications of a solid Q4 Hammer launch and a solid 10-days-away thoroughbred launch become stronger and stronger. The mirrorbit news is just more icing on AMD's cake.