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

To: peter_luc who wrote (11390)	10/4/2000 2:43:08 PM
From: niceguy767	Respond to of 275872

peter: "Niceguy, another problem is that whenever AMD reports a blowout quarter the analysts say that THIS TIME REALLY Intel is going to start a price war that will destroy AMD. So the good earnings results fire back on the stock..." Comment:I know, I know...but after AMD reports a 4th successive record quarter of earnings on Oct. 11, particularly if in stark contrast to declining earnings by both AAPL and INTC, I think even the most pro-INTC analysts would hear the hollowness of their own words, were they continue with this song...The excuses for the diverging fortunes of AMD and its competitors are beginning to wear thin...Almost evryong recognizes that the cause is simply...increasing ASP's for AMD as the transition from K6 to K7 accelerates...decreasing ASP's for INTC and AAPL owing to lower ASPs and margins realized in their currently onerous task at remaining competitive with AMD's "spry Athy" derivatives!!!

To: peter_luc who wrote (11390)	10/4/2000 2:44:08 PM
From: jcholewa	Read Replies (3) \| Respond to of 275872

> Niceguy, another problem is that whenever AMD reports a blowout quarter the analysts say that THIS TIME REALLY > Intel is going to start a price war that will destroy AMD. So the good earnings results fire back on the stock... It'd be nice if AMD's Execs could explain in their CC precisely why Intel cannot engage in such a price war. It's not that difficult a point to bring across, and repeated application of the explanation might eventually bore its way into analysts' skulls. -JC