Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

Jan 13 3:59 PM EST

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To: stribe30 who wrote (34656)	4/3/2001 8:10:03 AM
From: niceguy767	Read Replies (1) of 275872

stribe30: "Intel baits Via customers with cash lure." Seems INTC is using up what's left of its dominant market share card at the moment...Unless INTC finds a product soon that can compete with AMD's Dresden output, INTC might find that the sole remaining trump they hold, i.e. dominant market share card, will no longer necessarily win every trick...Contrary to INTC, AMD is now holding a plethora of trump cards, something the distribution channels seem increasingly aware of...Plain and simple, AMD offers the superior product across all MHz ranges, and INTC can "fluff up" all they want with OEM's but can no longer mask the basic economic inequity between INTC and AMD product...Until INTC can convincingly demonstrate a competitive architecture to the Athy (i.e the P3 and the P4 haven't exhibited compelling evidence of such to date), then, it would seem, that the walls at INTC will keep tumbling down...

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