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


To: dhellman who wrote (103112)10/17/2003 8:23:55 AM
From: niceguy767Respond to of 275872
 
These guys don't see that a significant realignment in the cpu marketplace has occurred with the introduction of AMD's "Opteron-family" based lineup...They are assuming that the status quo whereby INTC beats back AMD remains entrenched...They've missed entirely the fundamentally
AMD-favourable implications of a hybrid chip for which the only competitor is fast obsoleting and stale 32-bit only offerings from INTC...



To: dhellman who wrote (103112)10/17/2003 10:45:29 AM
From: Henry J CostanzoRead Replies (1) | Respond to of 275872
 
<<........ downgraded at Soundview, upgraded at Deutsche......>>

.........and so it goes............confirming that it's a waste of time to pay ANY attention to this kind of thing.......g