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

To: Chung Lee who wrote (34995)	4/5/2001 1:43:41 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Chung Lee: Joe just thinks, it seems, because INTC is underperforming, product wise, at the moment that AMD must be as well... As I mentioned in an earlier post today, the next 2 weeks should be replete with PR stuff about INTC's potential for blow away performance and earnings 12 to 18 months from now (i.e AMD by inference doesn't stand a chance)...all to mask the current financial pain being experienced at INTC owing in no small part to AMD's widening gap in current product price/performance (something that isn't likely to be altered negatively 12 to 18 months out)...What I'm saying is that much PR posturing is occurring now in attempt to neutralize comaparative INTC/AMD Q1 financials which, undoubtedly, will show the 2 companies trending in opposite directions...

To: Chung Lee who wrote (34995)	4/5/2001 2:16:06 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Chung Lee: By the way, I just heard, second hand, that Maria on the CNBC show this AM has already started the chorus by asking what chance the little processor guy has against INTC when Dell is selling computers so inexpensively...You get the drift, I'm sure...Some of these people need to read AMD's latest Annual Report to get a glimpse of how a comapny should operate, to get a glompse of a future "big time" player in the PC and flash sectors...Maria had it all backwards this AM...Dell's selling cheap computers in attempt to match AMD's price offerings...Unfortunately AMD's binsplits are so good that AMD can afford to offer their products at such favourable prices...The same can't be said for the big player out there, I wouldn't think!!! but comparative Q1 financials should shed additional "hard data" on the subject!!!