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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (1226)	7/19/2000 2:14:52 PM
From: Mani1	Read Replies (1) \| Respond to of 275872

Tony re <<It sounds like plenty of business for both cos. for a long long time, regardless of whose chip is faster than whose. Maybe this type of banter is actually getting childish, and talk of sheer capacity is now the germane topic.>> Yes, I agree. As long as both players AMD and Intel have similar product across the line, as is the case now, both company will do well. If AMD has better product, then still both company will do well since AMD does not have the capacity. If Intel has majority of its product better than AMD, then AMD is in trouble. I do not expect that to happen. P4 will not reach the required volume any time soon to allow Intel to crash the ASP's on the Coppermine. Intel predicted +63% margin, that is very bullish for AMD as well. I was glad to see Intel set a new all time high the other day, hopefully it will get there again. I have no direct money on INTC, but what is good for Intel is good for AMD and the entire semi sector. Mani

To: Tony Viola who wrote (1226)	7/19/2000 2:59:56 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Tony, re:<Maybe this type of banter is actually getting childish, and talk of sheer capacity is now the germane topic.> In that case AMD should be your pick ahead of Intel. Q2's output included Dresden output at only 10% of capacity. Some have reported that WSPW (wafer starts per week) are now at 25% of capacity. That gives us the following progression: Q1 - 1.0 Q2 - 1.1 Q3 - 1.25 Q4 - 1.5 Q1 - 1.75 Q2 - 2 No way can Intel match that ramp. AMD's only problem is selling them, and barring some unforseeable disaster, that won't be a problem for this year at least. Petz

To: Tony Viola who wrote (1226)	7/19/2000 3:15:30 PM
From: AK2004	Respond to of 275872

Tony that is not true at all, IMVHO. Unless AMD would push Intel to the limits and gain market share of its own then that would be the end of AMD. The only way amd and intel can co-exist as you described would be under common standards like it used to be with socket 7. If I recall it correctly it was Intel who decided not to use common standards and called for a war. There could be no sharing of the market. Intel asked for it and it got it.... -Albert ps intel always can get licensed by amd for a modest fee :-))