Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

3:59 PM EST

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To: tejek who wrote (49423)	7/30/2001 7:00:25 PM
From: bacchus_ii	Read Replies (2) of 275872

RE:"Too much capital, available too cheaply;" Never been the case for AMD. "Arrogance about the supposed replacement of economic reality by a New Economy;" My focus for the moment is how near is market cap to the book value :-). "Arrogance about the dot-coms' ability to create demand from thin air ... or at least to dramatically grow existing demand;" For sure, when AMD or Intel are dumping lower Mhz (Ghz) CPU to clear inventory, they kill there future. By buying cheap PIII or Athlon at $100 or less make you able to wait 2 or 3 years at least before you will really need to buy a new computer. "Inept and inexperienced management;" This statement certainly do not apply to Jerry. "And finally, the real killer: A focus on building market share, not making money." It has been debated here on this tread lately. There is a need for a certain size of the market-share that AMD have to reach in order to calibrate R&D and good usage of productions facilities. If they can't reach it, Intel will again smash them eventually. Gottfried

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