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facsnotfiction

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facsnotfiction

Re: KeithDust2000 post# 21162

Thursday, 12/18/2003 6:44:06 PM

Thursday, December 18, 2003 6:44:06 PM

Post# of 97580
KeithDust2000 AG Edwards has a wild sense of humor
My guess is AG Edwards has some relationship with Intel because AMD's balance sheet is growing stronger, with AMD cash flow positive in Q3, and looking at a profit of around .10 to .15 in Q4. Support for Opteron/Athlon 64 is growing as benchmarking shows it to be a clear winner over P4/Xeon. The only one having a rough time right now seems to be Intel in it's transition to 90nm with Prescott, which has been repeatedly delayed. I can't wait till Intel announces Yamhill which will stop Itanium from any additional growth. 2004 should be a good year for AMD, it might even be great.
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