Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: wanna_bmw who wrote (82928)	6/19/2002 2:04:05 PM
From: niceguy767	Read Replies (2) of 275872

wannab: "Great idea for AMD. They stand to lose as much as $200M because their CPU ASPs have dropped again to the $65-70 range, and you think they can drop it further to $50. Is that right? It won't take long after that for AMD to burn through the rest of their cash, but they might succeed in giving Intel a quarter or two of red, right before AMD goes bankrupt. But that would be good consolation, huh?" You assume, above, that INTC is less vulnerable than was NT...I hope for your sake that you are right, but I'm certainly not counting on it...INTC is very similar to NT inasmuch as the market for its products seems to be saturated and it has bloated balance sheet assets...Unlike NT, INTC also faces the challenge of competing with a very lean and formidable adversary in AMD...

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