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

To: fyodor_ who wrote (30897)	3/8/2001 10:13:57 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

fyodor: "INTC warning could well be interpreted as a strong indicator of a major problem with the economy in general. If that happens (as I believe is likely), AMD would be fortunate to end the day only a dollar or so off." Maybe, maybe not...I thimk not...The INTC writing has been on the wall for the past year since the Athy assumed center stage...As is only reasonable and considerate, the "big players" have withheld capital purchases in obeissance to INTC's longstanding performance promise deliveries and repeated promises of a future "better mousetrap"..The "pretender 4", despite its hype over the past year, has not fulfilled, even nearly, what long time INTC customers had grown to expect as a reasonable competitive response to AMD's evolutionary Athy and its derivatives.. Maybe, just maybe, current PC demand weakness is primarily attributable to deferred consumer and corporate purchases in hopes that long time INTC customers could avoid making the "cognitive dissonant" decision of switching away from a long time supplier owing to the increasingly wide price/performance advantages offered by its competitor!!! I maintain that AMD's major "business problem" in Y2001 will be meeting the accelerating demand for its trend setting microprocessor Athy/palomino-based products...INTC has offered its best in its "pretendium 4" and it really stacks up, despite all the PR posturings and ballyhoo, as a no-show...and what's more, there doesn't appear to be a backup plan for the apparent "pretendium 4" bellyflop...Look for unprecedented Athy demand in Q2 as pent-up/deferred (waiting for INTC to show its hand...full of deuces???) purchases slip from INTC to AMD!!! Dell, if you are listening, you need AMD more than AMD needs you!!!