Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: Road Walker who wrote (58984)	10/17/2001 11:22:46 PM
From: Dan3	Read Replies (1) of 275872

*Re: AMD's model hurtz is the joke of the industry..* If it's a joke, then AMD's is who's laughing. I was at a Best Buy today(looking for a new Cell phone), and I took a walk over to the computer section. There wasn't much traffic in the store, except for what was literally a small crowd around an Athlon 1800+ The word seems to be getting out on what is the fastest machine available today. Nobody was looking at any P4s. Half the notebooks were Athlons and Durons. AMD was hurt by the 1 quarter delay of Palomino. The delay is over. The transition from 30watt PIIIs to 60watt P4s or Athlons in business machines has begun. Intel can no longer sell $200 PIIIs to ignorant corporate buyers while selling $125 P4s to consumers. They either have to raise consumer prices or lower corporate prices. The result will either be AMD enjoying a pricing umbrella, or Intel seeing red ink that will take the stock price to 15 times GAAP earnings. Intel's big advantage in power consumption, which translated itself into smaller and quieter systems is now ending - going forward, it's actually AMD that has a small advantage.

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