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 (61021)	10/29/2001 10:13:39 PM
From: niceguy767	Read Replies (2) of 275872

Bill: INTC is now at the precipice. For the past year INTC has thrown money with reckless abandon at the P4 distribution channels and yet P4 has not come close to targets while at the same time Athy has maintained its market share. By at the precipice, I mean that INTC is now flirting with the prospect of red ink as every P4 price decline costs INTC at least 3 times what it costs AMD. A significant dip into red ink by INTC may make the marketing prospects for P4 even more of an enigma for INTC as the marketplace might attribute (correctly?) the stumbling P4 with INTC's red ink for the first time in 15 years. Saddled with such a negative association and reinforced by price/performance inferiority, will not augment in any way the already sputtering P4 marketing campaign. Gonna be interesting to see if q4 increased volumes can offset the price reduction costs for both AMD and INTC. The next 6 months should surely result in altered market share readings. I like Athy's chances given its proven successful track record of the past 2 years...

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