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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.28+4.0%3:59 PM EST

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To: wanna_bmw who wrote (85538)7/23/2002 1:38:15 AM
From: Mani1Read Replies (2) of 275872
 
Re <<AMD is in for a world of hurt>>

And Intel is doing so well. You seem to be more concerned about AMD doing bad, than Intel doing well. Isn't that a behavior reserved for AMDroids?

Both AMD and Intel are in a terrible situation, just awful. Lots of capacity which is depreciating and must produce in excess of what the market needs. There is an over capacity for a commodity that the market does not pay any premium for high end, and low end pricing model is not enough to sustain historically high margins. AMD is bleeding cash and Intel is way too expensive considering the fundamentals. AMD will do OK if Hammer is a home run, Intel does not even have that going for it.

Mani
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