Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

-0.1%

3:59 PM EST

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To: niceguy767 who wrote (78690)	4/28/2002 9:40:39 PM
From: Monica Detwiler	Read Replies (1) of 275872

niceguy767 - why would anyone buy INTC at current levels given revenues below those of '98, twice as many fabs, $5 billion in worthless goodwill to pull a Houdini accounting with... For starters, Intel posted profits in every quarter of the worst economic downturn in 2001. How did AMD do? Answer - AMD lost money in 3 out of 4 quarters of 2001 - and the first quarter of 2002. You think that makes AMD a good investment? Intel has been in high volume production of 0.13 micron copper process for 10 months - and now has that process running on 300 mm wafers. How is AMD's 0.13 micron process doing? It is essentially MIA - despite a phony paper launch a few weeks ago. You think that makes AMD a good investment? Intel is now producing their 3rd generation StrataFlash devices - now on 0.13 micron process. AMD has delayed their MirrorBit device production by over 6 months (it was due in Q1 2002). Intel increased their Flash market share to 33% last year - in the worst down turn for semiconductors - AMD didn't. You think that makes AMD a good investment? AMD can't afford to build any new fabs - Intel can build all they want - whenever they want - with cash from their piggy bank. AMD has to KowTow down to Taiwan for their future process and manufacturing. You think that makes AMD a good investment? Intel's StrongArm processor is the fastest growing CPU in the PDA market segment - and Intel's next generation X-SCALE processor is now in production and providing faster speeds at lower powers. AMD faked themselves out - shutting down their internal embedded CPU division last year, then shelling out $50 million for Alchemy - who has never made a profit - to try and get back in to this market. You think that makes AMD a good investment? AMD has more long term debt than they have cash or equivalents. And they continue to lose money on a quarterly basis. You think that makes AMD a good investment?

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