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

To: that_crazy_doug who wrote (47522)	7/13/2001 3:49:20 PM
From: Road Walker	Read Replies (2) \| Respond to of 275872

Doug, re: I've shown that there obviously is a way out because they've been in that pattern and broken it before. The way out is to have a product good enough to speak for itself. The issue is relative. Intel screwed up, by any measure, in 1999. They opened the door, and AMD had the good fortune to have the right product at the right time. Those set of circumstances might not repeat. If the market recovers, certainly AMD will do better. But to always play the game of the discount microprocessor, to have that as a long range plan, I don't believe it's a company I would want to have in my long term portfolio. The companies that are respected, and earn good PE ratios, are those that can get a premium for their brand equity. I was doing a mental exercise, trying to figure a way that AMD could start to move towards pricing parity with Intel. That stuff doesn't seem to be important to this thread. But it's a major issue for the investment community. John