Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

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To: tejek who wrote (48659)	7/22/2001 7:46:17 PM
From: bacchus_ii	Read Replies (2) of 275872

RE:"Gottfried, it appears to me that right now WS is more concerned with profit than market share generally. The markets are in an earnings driven correction, not one driven by market share." You think so. Now... Why WS was not concerned by INTC lower earning? 3¢ for a $30 share... AMD does have a choice...stop the price war. Let Intel get back some of its market share.* Sometimes it's a time to fight; other times it's a time to chill.* Of course, that market share belong to Intel by constitutional right... Intel has more cash resources than AMD. Last time I checked their cash reserves were well over $15 billion. Have you ever see a co. like NT having $19B lost in one quarter. When will Intel start to write-off there numerous old fab .25 plus? AMD did better when its market share was smaller and its ASPs higher Ho ya, ... when? 3 year ago? 5 years strait losing money? Once again its a critical time in AMD's history. You think it's not critical time for Intel? Gottfried PS: It take 2 opponents to make a war, not only one.

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