Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.05

-7.8%

Nov 20 3:59 PM EST

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To: ajbrenner who wrote (37726)	4/28/2001 5:57:45 PM
From: Pravin Kamdar	Read Replies (5) of 275872

ajb, Intel has set a dangerous precedent in introducing the highest speed grade of their flagship processor at half of historical levels. Once the genie is out of the bottle, it's hard to get it back in. If they are a quarter or two late in getting to 0.13u, their margins will not recover in 2H and they have a good chance at losing a bunch of money this year. I wouldn't be surprised if they have made some unit number guarantees with Samsung, and their price slashing may be to make sure they hit those numbers. If they don't, and this is just speculation, they may have to pay Samsung for their RDRAM inventory. Could get real ugly for Intel this year. Possibly as ugly as Andy Bryant himself! Pravin,.

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