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

To: DRBES who wrote (23003)	12/19/2000 11:00:01 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 275872

Darbes, <AMD is very successfully buying inteL's market. while, at the same time becoming more profitable more consistently than it has ever before been historically.> AMD's Q4 profits will be dropping while Intel's Q4 profits will stay flat. This despite AMD's growing "advantage" in price/MHz. Of course, I'm sure I'll hear this spun as "current pain for future gain." <Much of inteL's investment in existing equipment and corresponding infrastructure is relatively suddenly becoming worthless.> Sure, Darbes. AMD has large inventories of unsold processors. They won't be making much more than seven million processors this quarter. And their 0.13u process will be well behind Intel's and based on technology which they'll no doubt have trouble implementing. Now you tell me whose existing infrastructure will be "relatively suddenly becoming worthless." Tenchusatsu