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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (85786)	1/7/2000 1:51:00 PM
From: Cory Gault	Respond to of 1572767

Kash: Well done...people here concentrate too heavily on religion and not the realities. Your argument illustrates exactly why I hold both these companies in my portfolio today!! CG

To: kash johal who wrote (85786)	1/7/2000 2:00:00 PM
From: Greater Fool	Read Replies (2) \| Respond to of 1572767

The key assumption is that CPU prices will not crash. I don't think they will crash, but keep in mind that AMD has, over the last three years and over the next one, added two roughly 5000 wafer per week fabs to the worldwide supply of microprocessors. This corresponds to anywhere from 25% to 30% increase in microprocessor capacity, and Intel is adding capacity as well. This drives microprocessors towards being commodity products, and I don't see any trends moving in the opposite direction. If you do I'm interested to hear your thoughts. Flash is another matter. The astonishing profit margins there are attracting competition; expect supply to catch up over the course of this year. So for the near term life is wonderful, but there's no good reason to think it will last forever.