Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: tejek who wrote (85223)	7/18/2002 1:20:32 AM
From: Monica Detwiler	Read Replies (3) of 275872

In truth, AMD is going through a product transition. You remember what they are.........its like the time INTC lost share to AMD when it was changing over to the P4. And did Intel post any losses during this time frame? Answer - NO. Soon it will be over and INTC will start losing share again. That may happen - someday - but before it happens, Intel will continue to gain market share from AMD. In the mean time, AMD's mounting losses, huge debt service, etc., will further cripple AMD's ability to compete in the high end CPU business. Look at it this way. If you are a business manager - small, medium or large - do you want to buy PCs with CPUs made by the Worldcom/Quest/Lucent version of a semiconductor company. In tough times, companies look for safe havens, and AMD is no safe haven. AMD, with 4 losses in a row - and a 5'th coming up, will be seen as a weak animal, and corporations will avoid AMD like the bubonic plague. Monica

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