Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (118397)	4/6/2004 7:34:00 AM
From: niceguy767	Respond to of 275872

Jozef: Seems to be a fairly accurate overview of the here and now comparisons to be made.The big 3 questions out there for AMD remain: 1) Can AMD surmount INTC's competitive product "some-time-in-the-future-if-ever" FUD in the meantime and make significant inroads now into the enterprise. 2) Can AMD migrate to 90nm production on or ahead of schedule. 3) Will MSFT provide their finished product sooner than later? By the way, Charlie's post is totally void of the conventional wisdom, though, which resorts to INTC's past victories and earnings as sure-fire indicators that only INTC is capable of servicing the enterprise in a professional manner and only INTC will make money going forward.