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

To: Harvey Allen who wrote (37118)	4/23/2001 7:57:54 PM
From: Rob S.	Read Replies (1) \| Respond to of 275872

The semis haven't seen bottom yet. Maybe this sector will finally bottom by the end of summer. Intel v. AMD price war is seen by some analysts. I think we will see product and market positioning before this fall as both try to capture orders for the Fall/Christmas buying season. Intel is likely to try to pre-empt AMD's push into the corporate workstation market to thwart entry of the new dual processor systems. Despite posturing by Sanders, AMD will be unlikely to avoid somewhat of a price war as Intel's fat margins are squarely in AMD's sights. AMD has more to gain than to lose in the long run; better positioned products and growing reputation for delivering on promises v. Intel's problematic recent history. I will wait and watch as the dust gets kicked up by these two and the summer doldrums run it's course before attempting to pick a bottom or otherwise favorable entry point.