Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.61

+3.5%

11:27 AM EST

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To: Bill Jackson who wrote (66938)	1/3/2002 12:25:20 AM
From: Elmer	Read Replies (3) of 275872

Elmer, why are there no class actions against jerry, when he admits to lies? There were many lawsuits pending specifically for the "yields problems are behind us now, oops we still have yield problems even though I lied and told you we didn't" fiasco. Paul Engle knows how to access them but I don't. Don't kid yourself. AMD has lawsuits lines up like airplanes circling a major airport waiting for their landing slot. Still, if things were as bad as you say all the market signs of good things happening to AMD would not be there. AMD is losing money in an environment where Intel can not meet market demand. What do you think will happen when Intel can meet demand? AMD will lose MORE money. If things were bad for AMD it would be Intel parts being featured as the best of breed PCs in major magazines. It would be AMD whose prices wre sliding as they could not get people to buy their parts. What do we find? We find a U.S. retail market almost devoid of AMD products. AMD parts in demand, AMD featured in laptops as well as desktops as best of breed., and....AMD prices actually rising on the spot market. AMD parts in demand? Maybe, but AMD products missing. Go into the retail outlets and most are almost all Intel. You better hope Intel can't make many .13u Northwoods. A robust supply of higher performance P4 will force ASPs down for AMD. That means more and more red ink. BTW, I spoke with an Intel engineer recently. The Tualatin yield on 12" wafers will be over 5x what I calculate AMD's per wafer yield of Athlons. And I'm being very conservative. >5x! AMD will be about 3 years behind Intel in moving to 12" and Northwood will certainly enjoy a major benefit as well. How does AMD compete with this? EP

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