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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
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To: Bill Jackson who wrote (168085)7/13/2002 7:46:20 AM
From: Dave  Read Replies (1) of 186894
 
Bill,

I don't think AMD will ever become a "box maker" per se for the following reasons:

1. No company likes to purchase a good or service from another company that they compete against.

2. As to making boxes, the margins absolutely stink. Dell is kicking butt and taking no names.

I believe that everything is riding on the Hammer. The situation that AMD is currently in is similiar to 1996-97 when the K5 was running out of gas and AMD needed a chip to head Intel off at the pass.

I believe that the Hammer will be a competitive chip. My only concern with AMD is: Can they fab the damn thing?

My note: I haven't owned AMD since 1995.
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