Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.18

-2.1%

3:59 PM EST

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To: andreas_wonisch who wrote (73251)	3/4/2002 7:18:06 PM
From: tejek	Read Replies (2) of 275872

And now for the real JS rant: 1. AMD PC biz doing well globally. Global sales in general [not just AMD] were up 4% this year and expected to be up 6% this year. 2. AMD inventories getting down to reasonable levels. 3. Beginning to see spotty pick up in first half, 2002. Expecting a 20% YOY increase in the second half. 4. Hammer is the 'holy grail' for AMD. Will allow AMD to have a full range of chips to compete against Intel. It is 64 bits capable of running 32 bits. Hammer will transform AMD from 2 to 1. 4. AMD has better margins that Intel because of smaller chips. AMD is stealing market share. 5. Will J. Sanders step down in April and let Ruiz take over. Well not exactly...almost but not really. In other words, Sanders ain't going anywhere soon. Sound familiar? ted

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