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

To: kapkan4u who wrote (116877)	3/10/2004 5:56:20 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"Remember the spring of 2000?" The botched transistor episode? No Rambus this time around. But the push to move to DDR2 as fast as possible might be an adequate standin... If that is the case, and the news you brought up about Prescott being pulled (thanks for that) makes it seem like it, AMD's near term prospects have improved considerably. Not that they were too bad to begin with. The only question is can they capitalize on it, something they weren't in a position to do last time.

To: kapkan4u who wrote (116877)	3/10/2004 7:05:07 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Kap, For GAP reporting, isn't it up to Intel when to start depreciation charges on all of that CapEx for 90nm, 300mm? But those issues are secondary to having a competitive product that can command high ASPs. Prescott troubles may not necessarily mean that much short term, but what may be a small negative change for Intel (revenue-wise) can be a huge positive change for AMD (revenue, percentage wise). Endorsing AMD64 and not being able to deliver it is the absolutely best thing that could have happen to AMD. Let's see how long the non-delivery will last... Joe