Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Tony Viola who wrote (1226)	7/19/2000 2:14:52 PM
From: Mani1	Read Replies (1) of 275872

Tony re <<It sounds like plenty of business for both cos. for a long long time, regardless of whose chip is faster than whose. Maybe this type of banter is actually getting childish, and talk of sheer capacity is now the germane topic.>> Yes, I agree. As long as both players AMD and Intel have similar product across the line, as is the case now, both company will do well. If AMD has better product, then still both company will do well since AMD does not have the capacity. If Intel has majority of its product better than AMD, then AMD is in trouble. I do not expect that to happen. P4 will not reach the required volume any time soon to allow Intel to crash the ASP's on the Coppermine. Intel predicted +63% margin, that is very bullish for AMD as well. I was glad to see Intel set a new all time high the other day, hopefully it will get there again. I have no direct money on INTC, but what is good for Intel is good for AMD and the entire semi sector. Mani

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