Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: milo_morai who wrote (65614)	12/13/2001 7:25:08 PM
From: niceguy767	Read Replies (2) of 275872

milo: "What makes you think they can deliver volume? P4 above 1.5Ghz ia limited and 2.0Ghz is non-existent." * Downgrading AMD to Sell from Hold based on our belief that current demand strength is more related to Intel P4 shortages rather than true demand for the Athlon XP. Now that is funny...Record AMD units shipped and record AMD PC processor revenues in q4, and this guy has concocted the theory that twists such an outcome in such a dismal environment into a negativer for AMD...My goodness, if INTC can't with all the ballyhoo and hoopla around the P4 over the past 12 months, produce enough P4 to feed demand with all their fab space, one might more readily conclude that INTC is suffering very serious problems with the P4 launch...Either serious production problems exist or PC demand has increased phenomenally in q4 to enable absorption of the output of "the fastest ramp in INTC's history" and at the same time absorb record uniots of AMD's Athlon...My guess is the formewr, given that INTC is nowhere close to producing record units in q4...Such a crock from Prudential, imo... * P4 shortages are likely to abate in Q1 and will likely lead to market share losses and/or ASP pressure for AMD for the next several quarters. Is Mr. Gelsinger feeding this guy??? Sounds like the same tune we heard from him when P3 was bumping its head at 700 MHz...Did this Prudential guy miss the P3 fiasco 'cause the scripting has all the same earmarks... * While we believe AMD has the smallest processor die sizes and excellent price/performance, our concern is in the company's likely inability to control its processor pricing segmentation model. Once again, a major cost structure advantage by AMD has been twisted into an AMD negative...This guy'd be funny if it weren't for today's response to such quackery... * We maintain our $10 price target. he,he,he... "Intel (INTC--$34.08; Buy)" he, he, he Summary: Did INTC give this guy a 1.4 gig P4 (trouble manufacturing anything faster???) to write such dribble???

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next