Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: peter_luc who wrote (35648)	4/13/2001 10:30:02 AM
From: niceguy767	Read Replies (1) of 275872

peter: "An ABSOLUTE must read!!!" The question posed at the conclusion should alert any INTC shareholder to the storm clouds on the horizon: "So, can the P4 recover? This year looks bleak. Expect continued margin erosion and declining ASPs. The erosion of market share to rival AMD will endure relatively unabated, and expect upstarts VIA and Transmeta to also make more gains at Intel’s expense." Seems by inference that INTC Q1 results may indeed mark the high water point for INTC in Y2001 (and even optimistically at $0.20 that would represent a greater than 50% sequential decline in eps to complement a possible 20% decline in sequential revenues)...As AMD moves ahead with its palomino family of processors, the likelihood is that the P4 will sink further into the "tar pit" in which it seems to be currently mired with the daunting prospect of a negative eps looming in some or all of the remaining Y2001 quarters (unless the capital investment arm can rediscover the magic of last year)!!!

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