Advanced Micro Devices - Moderated (AMD) Message Board

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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: Monica Detwiler who wrote (83284)	6/22/2002 7:59:15 PM
From: niceguy767	Read Replies (1) of 275872

Monica: Look again...INTC's Current Assets are declining at an alarming rate, while their net PPE is rising at an equally alarming rate...all because of the Athy entry into the marketplace... INTC has staked its company's future on inefficient mega hurting p(etering out) with ever larger mega hurts increases required to squeeze out ever smaller performance increases...The maga hurting p4 has been put to the test by the Athy ann is about to be Hammered by AMD by Christmas...The current INTC rate of cash burn to keep the mega hurting p4 afloat might last a couple of more years, less if Hammer is a huge success, which possibility some haven't ruled out... By the way, I'm betting INTC doesn't scome anywhere close to $6.5 billion in reveues in q2...More cash burn, I guess!!!

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