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

To: niceguy767 who wrote (28270)	2/13/2001 11:11:41 AM
From: AK2004	Read Replies (1) \| Respond to of 275872

NG agreed, while intel is restricted by the size of the market amd is restricted by market share Regards -Albert

To: niceguy767 who wrote (28270)	2/13/2001 11:21:23 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Niceguy, "Knee jerk market reaction is that if the environment is "bad" for INTC, it must be really bad for AMD..." Exactly that's the problem. (The "roadkill syndrome".) I would not be surprised if the bad CSFB Intel report + downgrade would do more harm to AMD's share price than to Intel's. "AMD, owing to relatively small size and performance and pricing advantages are positioned to gain market share even in a flat or declining general market..." I think so, too. The overall bad PC market condition is a chance for AMD because in such a situation the strengths and weaknesses of the competing companies will be looked at much closer. Intel can no longer hide its problems, for example with huge investment earnings. The truth finally becomes apparent. And the truth is that AMD currently has a more competitive product mix in the desktop area. Peter