Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: Road Walker who wrote (46410)	7/6/2001 3:29:38 PM
From: Charles R	Read Replies (1) of 275872

John, <Just asking the question, not sure raising prices is the answer for AMD. I'm looking ahead, and unless there is a dramatic change in the marketplace, it's probable that AMD will again start to lose money. And burn cash. > Anything is possible but I predict things will be better in Q3 primarily due to the extremely competitive laptop product lineup and secondarily due to seasonal uptick. <All the conditions that made AMD successful over the last year or so seem to be coming to an end. > Mostly. <I wondering where they go from here.> Focus on getting corporate design wins and pray that the next generation product does not slip anymore. <(Generally speaking, I would rather sell 100 widgets and make $10. than sell 200 widgets and lose $10.) > Generally speaking, I agree. But in the context of semiconductor business, it is hard to find companies that are successful/profitable in the long term with small market shares. Think hard and see how many examples you can comeup with. Chuck

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