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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.34-0.1%1:22 PM EST
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To: maui_dude who wrote (58279)10/11/2001 8:19:17 AM
From: niceguy767Read Replies (2) of 275872
 
maui:

"What difference does it make if they sell 20mil for the year a quarter later ?"

Indicates that even INTC management can be on some other planet when it comes to their estimates and, more importantly, indicates that P4 sales are an uphill push contrary to hype/expectations.

"Do you actually believe that P4 is not going to dominate ?"

P4 will not achieve the "heady" targets established by management and as a result, 2 years out, AMDwill have achieved its 30% or better market share.

"Do you actually believe that AMD will not lose market share over the next few quarters ?"

I actually believe that INTC has lost much if not all the leadership edge that existed prior to Athy and consequently, AMD will continue to gain market share.

"Face it, if Intel gets in trouble with their earnings, AMD wil be deep doo-doo. The longer the economic problems, the worse AMD will get hurt. If you are more interested in making money than see Intel get hurt, you should really hope that Intel recovers. For as long as economic troubles last, Intel will continue to focus on the market share (and see AMD lose money)."

Of course the economic downturn affects everyone but INTC's ability to inflict financial hurt on AMD is not nearly as great as you seem to believe now that AMD's cost structure is lower and AMD's product lineup equal or superior...
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