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Post# of 97595
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alan81

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alan81

Re: HailMary post# 21738

Tuesday, 12/30/2003 2:43:14 PM

Tuesday, December 30, 2003 2:43:14 PM

Post# of 97595
more like rear view mirror...
Hailmary, I really appreciate your opinions, but I think these rumors speak more to what has happened rather than what WILL happen. As such, using it as investing advise is more like looking in the rear view mirror than forecasting what will happen... The current stock price should reflect more of what is happening in Q2 and beyond. If prescott completely misses Q1 at this point, I don't think it is really relevant. What is important is how well it performs, how fast the clock will ramp in 2004, and how quickly Intel ramps the new LGA socket and BTX... Of course performance of the server version is critical as this is where AMD is starting to get some traction.
JMHO,
Alan
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