Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.00

-0.7%

3:59 PM EST

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To: Bill Jackson who wrote (61005)	10/29/2001 6:23:09 PM
From: wanna_bmw	Read Replies (1) of 275872

Bill, Re: "There are several aspects to processor demand. Some are not price sensitive, most government and corporate markets are not sensitive to price as much as the consumer market. In addition, hard drive and memory and all others parts were falling in price due to the slacking economy as well as competition. That meant people would see a demand spurring decline in computer prices without Intel dropping them a penny." Ok, I see your point. But I still think there is something fundamentally wrong with your idea of comparing AMD's current $100 million pro-forma loss with Intel's billions in "potential" earnings. At the end of the day, Intel can continue to put pressure on AMD. Like Elmer said, Jerry attacking Intel's boot with his face, but who is really getting damaged the most? wanna_bmw

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