Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: AK2004 who wrote (28266)	2/13/2001 10:58:55 AM
From: niceguy767	Read Replies (2) of 275872

albert: "Intel's superior product offerings and its brand name were enough to justify price premiums with OEMs, given AMD's reliably poor execution in the past. However, AMD's recent step up in the performance (and yields) game, along with the growing number of supporting chipsets and motherboards (indicating the industry's increasing acceptance of AMD's products) have now put Intel and AMD essentially neck-and-neck in the processor performance arena, diminishing Intel's traditional leverage." Knee jerk market reaction is that if the environment is "bad" for INTC, it must be really bad for AMD...WRONG!!! 150 million microprocessors will be sold in Y2001 of which AMD, owing to relatively small size and performance and pricing advantages are positioned to gain market share even in a flat or declining general market...As well, and not unimportantly, AMD has not had to lean on an investment portfolio to prop up earnings over the past year, a practice, which if a weak Nas persists, may expose yet another vulnerability of its major competitor!!!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next