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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%3:59 PM EST
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To: milan0 who wrote (63377)11/11/2001 5:37:01 AM
From: TGPTNDRRead Replies (2) of 275872
 
Myke, Re: 'If true, it's a very clever tactic from AMD (IMO).'

I don't know that I agree with the Merrill paragraph -- AMD could certainly, and will, go to 12" wafers, later rather than sooner -- but it's an interesting point of view.

But I agree with a point of view that Albert posted me over a year ago -- that between INTC and AMD we're headed into a massive overcapacity situation.

In Intel's approach:
I see oversized die that can't keep up(in application performance)with the competition.
I see cancellation of the P-III(Intel may have decided to put that off for a while, finally.).
I hear them talking about 'filling their factories to get costs down' and think somebody's laced the water they drink from.(Can they have entered a 'take or pay' with their equipment manufacturers?)
RMBS -- What were they thinking?
I see a strategy of Hubris meets $ and think that it cannot be right.

At AMD it looks like the strategy is to get cheap and fast. Might be right.
Multi core -- BRCD and IBM are there -- HWP going there to stall IA-64 requirements -- Looks OK.
Memory controller on chip -- looks OK. I think they need to broaden their chipset work anyway.

But I'm not really optimistic about either companies stock price over the short term.

Thanks for the post. It gave me a chance to think, in the quiet of the morning, about some things.

Now off to breakfast and Thuja planting.

tgptndr
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