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

To: Road Walker who wrote (37908)	4/30/2001 6:24:32 PM
From: xun	Read Replies (1) \| Respond to of 275872

JF, <Today I made one post challenging John's conclusions, and this is my seventh follow up post. And there were a few I didn't answer. Not exactly home field advantage for a Intel investor who feels he is at least somewhat objective about both companies.> Don't feel discouraged by "home court disadvantage", if it ever exists. Emotional attachment and personal attacks don't make me money. I think rational posts earn their credits and respect on both old and new AMD threads. Intel and AMD are an odd couple fighting each other to make more money in a field with only two player. <I've always said that these two companies have much more in common than their differences. If the market is good, both sets of stockholders will do well. If it's bad, we suffer together.> Totally agree. <Maybe somebody needs to start a microprocessor thread, where the common interest of the industry is discussed, without any animosity between INTC, AMD or TMTA investors.> Good idea. I would love to see people like you, GVTucker, and Charles R post on the same thread. panic

To: Road Walker who wrote (37908)	4/30/2001 6:48:43 PM
From: kapkan4u	Respond to of 275872

<If the market is good, both sets of stockholders will do well. If it's bad, we suffer together.> I agree for this quarter. Intel will probably post an operating loss of few cents. AMD numbers may not look much better. In this environment they may only manage 6M CPUs at about $80 ASP, which alone can produce a $200M shortfall in revenue. Flash can add to the misery as well. I think that the recent run-up is in anticipation of the mobile Palomino introduction, but once done everybody will run for the exits. Note that I am not long AMD and am looking to buy around $20, so take my forecasting with a grain of salt <g> Kap