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

To: Bill Jackson who wrote (37184)	4/24/2001 6:32:03 PM
From: Rob S.	Read Replies (1) \| Respond to of 275872

Just look at the results that are being reported and listen to what management has to say about the outlook. I'm not going to try to guess too much. I know investors WISH for things to get better and HOPE that all the bad news is all factored in but I continue to see reductions in the market outlook that is effecting IC suppliers of commodity parts, such as those supplied for PCs, and specialty communications parts, such as supplied to Cisco or Ciena. There is no compelling reason for consumers to upgrade their PCs today. I have over year old AMD K6-II 500 based PCs and see no good reason to upgrade or buy a new 1 Ghz plus machine. The performance gains are not enough to drive me and the average consumer into the market. PCs just are not very exciting. And as far as Windows 200 goes,sure it will drive a modest increase in server sales and PC upgrades but my PCs run faster and better with it than with that piece of junk WIN 98 I was running - the new software does not require nearly the degree of hardware upgrades as previous generations of OSes. The Internet isn't dead but it is not nearly as new and exciting as it was during the past couple of years. I just don't see how Intel's prancing blue men are going to do the trick. Computer Reseller News and other trade magazine surveys continue to report weakening sales in the corporate market - and have seen the weakness spread down to the SOHO market as well. The only bright spot I see in the PC sector is some improvement in the server sector brought on by scheduled roll outs of WIN2000 but no resurgence in general demand. Intel may hype up the picture to stimulate demand but it has yet to be confirmed by much more than wishful thinking.