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: Paul Engel who wrote (49982)	8/6/2001 10:01:44 AM
From: niceguy767	Read Replies (2) of 275872

Paul: " "A "PC-recession" (as well as a "server-recession") isn't good for ANY of the players." Sounds like INTC is in panic mode again on the P4 front and consequently exhibiting the characteristics of a wounded elephant at the moment...Huge P4 price drops announced again for later in August and if still can't find the hangar door (i.e can't fly) for P4, will drop again in October...Seems like the P4 price drops to date are having about as much effect in spurring P4 sales as have the interest rate drops by the fed over the past 6 months in spurring the economy in general... INTC is looking very very vulnerable going forward into q3 and q4 with its anaemic P4 pricing, "other" business in the tank, no capital gain surplus to pad earnings and goodwill now bloated almost to capacity...Just nowhere to mask, anymore, the loss of production advantage that has been witnessed over the past 2 years...INTC is putting it all on "P4" and "P4", so far, has not exactly exhibited flag bearing characteristics...My, oh my, in just 2 years INTC has been turned on its head and what's more, the slide may be only in its initial phase...Just too much competition from its lower cost competitor, AMD. it seems... Hey Paul, do you really believe that INTC is going to escape red in q3 and q4??? And it doesn't get any easier for INTC going forward given AMD's mobile A4, its Hammer and SOI going forward...

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