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

To: I_Banker who wrote (226682)	2/22/2007 3:39:23 PM
From: dougSF30	Respond to of 275872

The fact that it is not just AMD, but AMD + partners (IBM, Sun, etc.). Sun is now a big Intel partner. TI is getting out of the process race. IBM has a big decision to make this summer about the process race. I don't know, the fact that they have historically. Don't mistake an aberration for a trend.

To: I_Banker who wrote (226682)	2/22/2007 4:31:49 PM
From: smooth2o	Read Replies (1) \| Respond to of 275872

Of course, you know that any competitive advantage in architecture that AMD has now, could evaporate with Nehelem, not to mention that when you do something that someone has already done, it usually comes out a lot better... What they reveal at IDT about CSI could be a real shocker. <Just checking> Pretty good prognostication on your part about Intel...any analysis to go with it? Smooth