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

To: Joe NYC who wrote (126310)	10/17/2000 2:00:53 PM
From: tejek	Read Replies (1) \| Respond to of 1580295

Joe We (not just you and I, but most posters) are going in circles around this issue on all 3 Intel/AMD threads. Maybe you can explain what you mean once for all. I think you know what conservative cuts means....prices just low enough so that the inventory of both companies is moved. Why is it that I didn't hear the calls for conservative price cuts from Intel investors until year 2000? There is nothing different about this year's price cuts from any previous year. Again you know the answer to that....Intel wasn't vulnerable then, they are now. But what does it matter. War in any form has never benefitted anyone.....and it certainly won't benefit either of these two companies. As investors, we need to be complaining to the IR Dep'ts of both AMD and Intel, and not flaming each other. So are you calling in some permanent shift of the semiconductor industry, or are you just asking for time until Intel's competitive situation improves? What is the first rule of stock investing.....don't fall in love with the stock. When did you fall in love with AMD? When it did stop being a stock and start being an ideology? I have liked the fact that AMD is a successful turnaround that has made me $$$. I like fooling around and arguing its merits vis a vis Intel, like I would with the Mariners vs the Yanks. But the truth is is that these are only ball clubs and AMD is only a company. When it gets beyond that, we are in trouble. Now I have got to go and start selling off some of my portfolio. ted

To: Joe NYC who wrote (126310)	10/17/2000 2:07:24 PM
From: Road Walker	Read Replies (3) \| Respond to of 1580295

Joe, I'm saying that we have two companies with very healthy gross margins. I'm saying that if the companies get stupid, by setting a new, much lower price point for high end processors, that the industry could take years to recover, if at all. I'm saying that in a real price war, my AMD stock will go to single digits and my Intel stock won't be too far off. You and I could argue the interpretation of past pricing policy forever and it won't matter a bit. If we are truly in a long term overcapacity situation, and these guys decide to do a market share grab with prices as the weapon, then they will make their products a commodity, and make both companies very, very lousy investments. John