Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mani1 who wrote (1232)	7/19/2000 2:23:41 PM
From: Jim McMannis	Respond to of 275872

Mani, "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 think this is only part of the story. AMD should not rely on Intel screw ups or will they be able to, forever. Sooner or later Intel will get Willy production and have a SDRAM/DDR chipset for it. What they should do is take some of their new found money and diversify into other areas. Following Intel around can be hazardous to a companies wealth. Then again, Intel likes to be in the lucrative areas too so conflict to a certain extent is inevitable. AMD needs a better strategy rather than "get" Intel. Jim