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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%3:59 PM EST
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To: Yousef who wrote (50152)8/7/2001 9:44:51 AM
From: niceguy767Read Replies (2) of 275872
 
Yousef:

"AMD could be going into the "red" much farther than ever before
with this upcoming "price war". I'm sure AMD stock can only go "up". <ggg>

Doubt that very much (i.e see AMD losses 3 years ago) given AMD's ever increasing strength in product lineup and "new" market revenues that will be gained as a result of this increasingly strong product lineup in the mobile and server/workstation spaces...AMD may indeed see some red given the "wounded elephant's" sole remaining response of a P4 loss leader pricing strategy in attempt to mitigate the ongoing loss in market share...but this economic downturn is different as AMD has the superior product lineup and the lower cost base...I suspect that any red AMD sees will be dwarfed by that seen by INTC...As I said earlier, INTC is looking at revenue declines in 2001 of 25%, margin declines of 20 to 25%, No $3 billion in capital gains as it had in 2000 to throw at the negative eps effect of eroding revenues and margins and a GW of $6 billion which might need to be rationalized by the auditors...I guess, though, that they can use a reduced tax rate as they did in q2 to help mask the fast deteriorating financials we have witnessed over the past 2 years and continue to witness looking forward.

" It may even reach "single digits" (TM Stockman)."

If AMD sees single digits, so too, will INTC imo...I doubt it though! INTC might see the teens though!
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