Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: ptanner who wrote (118388)	4/5/2004 10:26:25 PM
From: DRBES	Read Replies (4) of 275872

In 2003, Intel spent $3.7 billion on new plant and equipment to make the world’s most efficient and profitable chip maker more efficient and profitable. AMD spent just $577 million. This isn’t a game that AMD can win. Over the long term, this kind of imbalance results in a winner-take-all industry. moneycentral.msn.com Love that conventional wisdom.

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