Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

-0.1%

3:59 PM EST

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To: that_crazy_doug who wrote (47594)	7/13/2001 6:29:08 PM
From: Neil Booth	Read Replies (2) of 275872

AMD's success, they forced Intel to try to double the speed of their new mhz introduction, and Intel couldn't keep up, Right, and look how much cash they've blown through to survive. INTC has blown it's whole cash reserve in about 18 months. Since AMD and INTC both have more capacity coming on line, prices aren't going to go up. AMD expoited INTC's strength - the # fabs and their capacity - by turning it into a huge CAPEX weakness. So AMD is now in a better position - the next time AMD jumps ahead (Hammer?), INTC has no enormous cash reserve, cannot fight the same war again, and they either pile up debt, divert fabs to mass-produce Celerys, or fall behind. Neil.

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