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

To: f.simons who wrote (47320)	7/12/2001 6:21:19 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"what will they be when AMD gets to 30% market share?" Kind of beggs the question...what will Intel be when AMD gets to 30% or more...shudder. Jim

To: f.simons who wrote (47320)	7/12/2001 6:29:59 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Frank: "That is a pretty expensive 1%! If ASPs fall to 72, what will they be when AMD gets to 30% market share? Calling this "GOOD" seems a little like being glad your house burned down because now you get to change the wallpaper." Certainly does set the table for INTC next week...INTC's sequential revenues probably down 10% and margins down a further 5 points...Not looking good for $0.10...unless you put a minus sign in front of it!

To: f.simons who wrote (47320)	7/13/2001 2:29:01 AM
From: Petz	Respond to of 275872

Frank, That is a pretty expensive 1%! If ASPs fall to 72, what will they be when AMD gets to 30% market share? 1.1% increase in AMD market share is a 5% increase in AMD sales. Back when Mike Magee broke the story that Intel would be cutting P4 prices by 50% (just after Q1 earnings, I think), I was incredulous, but said that it would result in a quarter where AMD is breakeven and Intel had a loss in operating earnings. Making a profit in Q2 is better than 90% of other semi companies. AMD has never been stronger financially. R&D was up considerably in Q2 and won't be reduced in Q3. Sure, ASP's could have been 5% higher if AMD had foregone that 5% increase in sales, but what would the point of that be? Revenue and earnings would have been the same. Petz