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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (147943)7/3/2002 12:56:38 PM
From: tejek  Read Replies (1) of 1578142
 
Ted, I think it's a myth that AMD is merely a victim of the bad market out there. Certainly that has a lot to do with AMD's revenue shortfall, but it isn't enough to explain away a 33% drop in revenue. And this is even with flash revenues flat (though maybe that's not the case anymore).

Ten, don't kid yourself.............its bad out there. You've seen a well run company like NVDA have its stock drop from $50 to $15 in two months. INTC has dropped from $30+ to $16 in that same period. Yesterday, NSM had its price target dropped from $45 to $25.

Plus, INTC is slashing prices to hold onto share and its killing AMD. Like I said on the Mod thread, in times like these, INTC gets a cold and AMD gets the flu.


This has an uncanny resemblance to 1999. At least K7 arrived sooner (in Q3) to save AMD's butt. Hammer still won't be here until Q1 of next year. AMD is likely going to burn through most of their remaining cash reserves going into the Hammer launch.

To my knowledge, there is no period in the recent past like this one. PC growth has stalled. Whether its permanent or not, time will tell. AMD won't burn thru its reserve because I'm sure they are getting ready to slash and burn their staff. They have to hunker down.....Sanders will make sure of that.

ted
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