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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: Monica Detwiler who wrote (85285)7/18/2002 1:49:20 AM
From: ElmerRead Replies (3) of 275872
 
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, in my opinion you are exactly right. It is a very real possibility that AMD is facing it's death. Not a certainty but a very real possibility. Just what company is going to bet their future on another company that may have no future itself? Even if Hammer may be competitive, where is the money going to come from to fund Hammer2? Why design in a product from a company with a questionable existence and no money to develop a follow on? Intel is developing multiple versions of Itanium simultaneously as well as multiple versions of P4 (and P5?). AMD is losing money hand over fist and can't possibly fund similar projects. AMD's process technology has run out of gas and they have to rely on outside sources to develop their next generation process. It just looks hopeless in my view and after so many years of watching this competition it's almost sad to see what looks to be inevitable.

EP
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