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

To: jeff_boyd___ who wrote (23566)	12/30/2000 9:13:16 PM
From: DRBES	Respond to of 275872

re: "Intel is willing to give OEMs whatever it takes to keep AMD out of the corporate space." Indeed they are...but they cannot give that which they do not have. PERFORMANCE Patient Regards, DARBES

To: jeff_boyd___ who wrote (23566)	12/30/2000 9:43:44 PM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: what would drive AMD above $20 a share? If they make a little money this quarter and next (as opposed to being "roadkill") a stunned wall street may bid AMD up quite a bit. If they want to keep AMD out and are willing to take the financial hit they will succeed. If Intel, with its costs, even matches prices with AMD, they will be facing bankruptcy in a year or so. Do the math - 145 million processors times a decrease in average selling price from $180 to $80 is a decrease in revenue of $14.5 Billion with no decrease in costs. Intel's P3 cost a little less to make than AMD's Athlon. Intel's P4 costs about 4 times as much to produce as AMD's Athlon. And AMD can make a lot of money with $80 ASPs. Dan

To: jeff_boyd___ who wrote (23566)	12/31/2000 11:15:10 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Jeff, RE:"I'm encouraged by the fact that Paul still holds his AMD stock." And I thought I had weird reasons for holding AMD... Jim

To: jeff_boyd___ who wrote (23566)	12/31/2000 12:04:24 PM
From: niceguy767	Respond to of 275872

jeff: "Intel is just too powerful. If they want to keep AMD out and are willing to take the financial hit they will succeed. They have always done a good job of avoiding problems with the government on anti-trust and I don't know why now would be any different." You are forgetting in your overall analysis the critical piece: AMD now owns the superior price/performance product in the top end...the "corporate" playing field is now vastly different than just one year ago...The corporation is not in the business of subsidizing inferior product, at least not for any length of time, or they'll no longer be in business!!! AMD's Athy is the superior product across all MHz ranges now and is offered at a fair price...Corporations will not ignore this dramatic change in the microprocessor landscape for much longer!!!