Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

3:59 PM EST

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To: AK2004 who wrote (9843)	9/22/2000 11:35:01 AM
From: niceguy767	Read Replies (2) of 275872

albert: "While the company blames a weak European market, we suspect the real reason is market share loss to the resurgent Advanced Micro Devices (NYSE: AMD-$27 9/16, N/R), not a production or yield problem. - If we are correct, that only means a price war in X86 microprocessors starting in 4Q2000. Comment: I agree with the first part that AMD with its "spry Athy" has INTC with its PWeeiii snookered...I disagree with the second suggestion of any price war...INTC can less afford any price war than AMD...INTC's real answer is development of new and competitive product...Not going to happen in "retail quantities" in the short term... By the way, how can INTC lead a price war challenge at 1 gig and over, soon to be the entry point, when they can't bring sufficient "retail quantities" above 700 MHz to market??? INTC has been snookered by the superlative qualities of AMD's "spry Athy"!!!

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