Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

Dec 29 3:59 PM EST

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To: Tenchusatsu who wrote (22981)	12/19/2000 8:19:33 PM
From: DRBES	Read Replies (1) of 275872

re: "Or are you guys way too focused on the impact to Intel's business to notice the corresponding impact to AMD's?" The impacts that I see are twofold: 1. AMD is very successfully buying inteL's market. while, at the same time becoming more profitable more consistently than it has ever before been historically. 2. Much of inteL's investment in existing equipment and corresponding infrastructure is relatively suddenly becoming worthless. COMMENTS? Patient Regards, DARBES

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