Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 232.21

-3.5%

2:44 PM EST

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To: Charles R who wrote (3592)	8/4/2000 2:00:58 AM
From: AK2004	Read Replies (2) of 275872

Charles re:There is no real "cycle" for CPUs. This is an extremely steady growth segment and will remain so for the next 5-10 years. Just think of it - most of the world hasn't used a PC yet. There are two or three companies who can do x86. With a strong product offering and focus, AMD can only gain market share. that is not true at all. Even if we agree on a strong average growth over the nearest future that does not imply that it is non-cyclical. Simple example is us economy which got healthy average growth and will continue to grow yet there are so called "cycles". Regards -Albert

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