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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (33122)	6/27/2000 11:30:00 AM
From: chic_hearne	Respond to of 64865

Re: However, as INTC capacity is upped and processor prices fall and Willamette is shown to be vastly superior to anything in AMD's lineup, I expect AMD's processor business to slip back into the red. Oh Steve, coming from a guy that thinks Microsoft is going to take over the server market, I guess I wouldn't expect anything less. Thank god Willy is tied to Rambus. AMD isn't going to lose the Mhz war for at least 2 years (can't predict much farther than that). Sure both have released 1 Ghz at this point, but AMD is clearly winning the game. A 3rd party report came out a few days ago stating that to date AMD has sold 12 times the amount of 1 Ghz chips with 1/6 the capacity of Intel. They've also sold 3 times the amount of chips over 900 Mhz. Even though Intel released 1 Ghz over three months ago, you still can't find a single entry on pricewatch. Something is very wrong at Intel and very right at AMD. AMD is going to earn between $7-10 per share this year and is currently trading at $85, that's a hell of a PE. I continue to make money off AMD because people like you think AMD will innevitably fail and that Intel is some sort of a god. Willy and Itanium have HUGE die sizes so processors per die will go down as more capacity comes on which will even out. As long as the world economy stays healthy, both companies will sell everything they can make and AMD will continue to steal marketshare from Intel. Sanders rolled the dice and gambled on DDR and copper years ago. Intel went with Rambus and they continue to pay dearly. Lack of copper at Intel will really show when AMD goes to .13um next year. chic