Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: wanna_bmw who wrote (60701)	10/28/2001 6:04:03 PM
From: Dan3	Read Replies (1) of 275872

Re: I find it hard to believe that you can be ignorant of AMD's current situation AMD is in the best position it's been in for a decade. It is in the server/workstation market for the first time ever, in as good a position in the mobile area as it's ever been in, is doing very well in desktops with the largest market share it's ever had, has a very significant new core coming, one new process starting production this quarter (.13 copper) and another new process starting 2 quarters later (SOI). AMD is also in the best liquidity position it's been in for many years, which allows it to fund these programs easily. It is carrying no goodwill on it's balance sheet and has been taking costs for its FAB capacity ramp-up as they are incurred - so that undepreciated capex hasn't risen. So I can well understand that Niceguy is happy with AMD's current position, I know that I sure am.

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