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

To: survivin who wrote (47377)	7/13/2001 11:36:43 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

survivin: "Was there any alternative? Given that the PIII hasn't had a speed bump in over a year what else could they do?" Agreed. INTC's fate is tied to the level of the P4's success and as Palomino and SOI are unveiled over the next couple of years, Mr. Sander's assertion that AMD's long term prospects for profitability remain undiminished by short term economic weakness, may just become apparent as P4 eats palomino/SOI dust. "I'm not sure things would look any better with AMD at a 3-4 speed grade lead. I'm pretty sure AMD would look a hell of a lot better though." Yeah, lot of short term marketing mileage to be had out of MHz lead (at any cost) but at some point price/performance comparisons come into play. Difficult for any tech to look good in the current environment. Seems like AMD has been snake bitten once again as the general economy tanks just when AMD brings the superior product lineup to the market. "The P4 is their savior and Jerry knows it hence the deeply held hate that rears its head at every opportunity." The P4 is their "would-be" saviour it seems, but little evidence has surfaced as yet to indicate that the P4 can fly. INTC had a target of 4 million P4's in q2, but some are suggesting they'll come in closer to 2 million. Gonna be an interesting 6 months with INTC flogging P4's as loss leaders via Dell in effort to gain a P4 beach head. Mr. Sander's seemed to imply, by suggesting q3 red ink for AMD, that AMD is digging in for this phase of the market share battle. Looks like red ink is going to be splattered all over AMD and INTC q3 financials. The lowest cost producer will suffer the least and it seems that AMD's costs are significantly lower than are the P4 costs, at least that's what Mr. Sanders has previously stated...and if any of the foregoing stands up, INTC could be in for a world of financial hurt 6 months from now, making INTC's q2 look relatively strong by comparison!