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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: Charles Gryba who wrote (83275)6/22/2002 6:44:12 PM
From: niceguy767Read Replies (1) of 275872
 
Charles:

"EP, are you saying that the thousands of AMD employees working to produce the x86-64 line of cpus and all their partners are doing all this work supporting the AThlon/Hammer/HT is in vain and there's no chance that AMD will succeed in making good $$$ from Hammer?"

Let's look at the flip side...Assuming all the converging indicators of a highly successful Hammer are indeed accurate, where does that leave INTC with its bloated balance sheet and a P(etering out) 4??? A bankrupcy candidate??? Not an impossible outcome given a successful Hammer...

Lots to be played out yet, including INTC's comparative q2 (& FY02) financial performance, before one can confidently jump to any conclusions...but as far as bankrupcy speculation is concerned, I wouldn't say INTC's odds are much less than AMD's if one looks at the comparative financials of the past 2 years...

A successful Hammer launch might even result in the prospect of an INTC bankrupcy being greater than that of an AMD bankrupcy...(both are extremely remote prospects at the moment)
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