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


To: dhellman who wrote (87939)9/9/2002 11:58:11 AM
From: maui_dudeRespond to of 275872
 
d, Re : "I take that to mean that K8 will be the sweet spot by 3rd quarter, where the 2000+ or P4 2ghz is today. I believe one of the roadmaps called for 4000+ K8 by the end of next year."

that would be huge for AMD and nice for shareholders.

Re : "I still expect more K8 than Itanium to be sold this year. (aiming low I suppose)".

Apples and orange comparison. Even AMD (in one of the recent article) acknowledges that hammer competes with Xeon, not Itanium.

Maui.