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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%Jan 22 3:59 PM EST
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To: Charles R who wrote (51213)8/15/2001 1:43:19 PM
From: AK2004Read Replies (1) of 275872
 
Charles
if you think about then you will realize that that news is just as bad for Intel as for AMD if not worse. What ssb saids is that amd may loose most of the tier 1 but they did not have much to begin with so that would offset by athlon 4. The overall picture is of poor demand especially for oems and that combined with lower asps should hurt intel hard.
AMD exposure is to retail small players which put it also at high risk but it put intel at higher since the main consideration at slowdown is price.
Regards
-Albert
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