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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: tejek who wrote (82896)6/19/2002 11:12:27 AM
From: RobohogsRead Replies (4) of 275872
 
I have been a longer term supporter of AMD but I must say my faith is shaken. Intel is just too big to be able to compete with on a consistent basis. Too much name recognition. Too much money. Too many bribes to OEMs (see Van - may have had a lot to do with miss). Too much mfg capability. Too much competition. No way to win. I mean down $200 MM means 6 mm at $70 or 7 mm at $60 or something in between. There is no way to win.

Jon
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