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

To: pgerassi who wrote (88127)	9/15/2002 12:27:57 AM
From: Dan3	Respond to of 275872

Re: Which would they rather have ... Well, at least we'll have a 2700+ or 2900+ to face 3ghz P4 for the holiday selling season, instead of the 2200+ facing 2.8ghz P4, which is what we have now. It turns out all the hammer hype was rather unfortunate, since it has drawn attention away from Thoroughbred B's success.

To: pgerassi who wrote (88127)	9/15/2002 12:51:14 AM
From: Milan Shah	Read Replies (3) \| Respond to of 275872

"Which would they rather have a 2.0GHz CH (3400+), 13 weeks from now (12/14/02) or a 2.5GHz CH (4400+), 16 weeks from now (1/4/03)? Which would each of you (not just Kash) choose?" Come on - this is not a mutually exclusive decision. I'd rather have a 2.0GHz CH 13 weeks from now, followed by a 2.5 GHz 2 months after that. The fact is that AMD has blown it. Athlon was a fluke - AMD is back to its normal ways. It has caused a whole bunch of partners to invest, and is now set to completely disappoint them. This is probably the end of AMD. I am, unfortunately, very long on AMD. I have taken a mind-boggling loss on this, and had pinned my hopes on Hammer. The only reason I am not bailing right now is that compared to the losses I have suffered, the stock going to 0 won't make much of a difference. But certainly, I have written these morons off... Milan