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

To: Petz who wrote (18608)	11/10/2000 3:35:31 PM
From: quasar_1	Read Replies (1) \| Respond to of 275872

Brake Down... I agree with you. The question is will Intel lose share because they can't supply the demand or because they are not price competitive with Athy. The demand side is slowing, at least in the near future. If the problem for Intel is not one of manufacturing or ability to meet demand, then will they cede share simply because they want to maintain margins? I am assuming that Athy retains the price/performance advantage in the near term (2 Q's). Whatever the P4/Rambus combo delivers, it most assuredly won't compete on price/performance for awhile yet. I guess some of this hinges on something AMD and Intel have no control over. That would be end demand in a slowing economic environment. That may be the more salient point in all these discussions. If total growth is cloudy, neither of these stocks will be able to sustain an advance. Investors will contract P/E's due to a lack of earnings visibility. We will end up widely chopping in a base. The low end being bought by 'value investors' the high end being sold by overhead supply/doubting thomases. A perfect market for traders. In fact this is exactly what has been going on since April in the Nasdaq. Of course there is another, more unsavory scenario involving economic contraction (recession) next year. Post presidential election cycles are usually not too heartwarming for economic growth. If this comes to pass we will trend, but it won't be up... Q