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

To: Road Walker who wrote (125973)	10/12/2000 10:11:18 PM
From: milo_morai	Read Replies (2) \| Respond to of 1580451

John the Analysts have been wrong AMD for over 12 months now. Always pointing claiming or predicting gloom for AMD. AMD has proved them wrong 4 quarters in a row. Yet everytime Analysts proclaim doom. Price war cannot happen at high end as INTC doesn't have anything to compete there and no volume for the parts they do have. So Dan Niles gloom of a price war just isn't going to happen to where it will affect AMD's ASP's..it will affect INTC's ASP's which have already been est. by some as being down 11%. At a P/E of 9 AMD isn't going to lose much as INTC. Intel has lost over 250Billion in Market cap in just a few months. And it can go down to 175Billion or less if INTC blows the next 2 quarters. Milo