Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

Nov 17 3:59 PM EST

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To: AK2004 who wrote (3647)	8/4/2000 11:12:40 AM
From: Tony Viola	Read Replies (2) of 275872

Albert, I agree with Charles that "There is no real "cycle" for CPU chips." I think the cyclical phenomenon that is attributed to semis is mostly about DRAMs, for which there are many large, powerful, international vendors that are capable of producing essentially the same chips. The international part is important because, in the past, there has been alleged (or actual) dumping of DRAMs by some of the companies across the big pond, which severely reduced prices in previous bad cycles. In the X86, and future evolutionary designs, CPU market (call it Intel and AMD and get it over with), there isn't nearly the possibility of overproducing and dumping. 2 companies only, both US (can't think of a good additional reason for that one) make it far less likely to have a big oversupply problem and dumping, as is possible in DRAM. JMO of course, Tony

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