Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: andreas_wonisch who wrote (65366)	12/10/2001 8:42:05 PM
From: Petz	Read Replies (2) of 275872

andreas, thanks for looking up the info on Intel's IAG group revenues, which shows they would need to grow revenues 30% to get back to their peak. <It appears that AMD is always doing well when they have a clear performance lead versus Intel.> Ain't that the truth! A quarter extra delay for the Palomino dropped AMD's market share. <I wonder how and if the situation will change next quarter with the arrival of Northwood and hopefully new XP speedgrades.> I have a feeling that the overall computer industry will be bad in Q1, except for the "after Christmas" sales. I expect that there's more chance of turning a profit in Q4 than in Q1, because Intel probably has 200 or 300 more MHz coming online in Q1. The fact that AMD expects a return to profit in Q2 tells me that AMD expects to have higher clock-rate TBred's flowing off the line early enough in Q2 to catch up and overtake Intel's slight advantage in Q1. Petz

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