Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Gabor who wrote (45185)	1/8/1999 6:08:00 PM
From: Petz	Read Replies (2) of 1579994

Gabor, re:"[AMD] not acting positive at all" Its acting like a gold stock, or, more accurately, like a contra-semi stock. When the SOX (semiconductor index) is up, AMD is down, when its down, AMD is up. Now, next week, AMD will report a 20% to 30% increase in $$$ sales of microprocessors, quarter to quarter. Intel might report a 5% increase. QUESTION: PC sales grew by 20% in the last quarter, clearly unsustainable as it would indicate a doubling every year. Now, which company would you rather own if the growth rate comes down to 5% per quarter? There's a good reason that Intel and AMD are acting contrary to eachother -- there's not enough growth in a "nominal growth" market to let them both prosper. Petz

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