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

To: that_crazy_doug who wrote (47594)	7/13/2001 5:44:48 PM
From: Road Walker	Read Replies (3) \| Respond to of 275872

Crazy Doug, re: What you call Intel's screw up, I call AMD's success I'll accept that. But it doesn't matter, it's all relative, like I said before. It's still a marketing issue. It's obvious. If you can't sell an equivalent product for an equivalent price, you have a perception issue. AMD's customer won't pay the same price to AMD as they will to Intel. WHY? That's the question you should ask Mr. Sanders. Once you solve the marketing (perception) problem, you can compete performance to performance, dollar for dollar. That's when AMD becomes a threat to Intel, because they are playing on a level field. Imagine how valuable AMD would be if a 1.5 GHz Athlon commanded a better price from the OEM's than a 1.5 GHz P4. AMD needs to raise their brand perception. I don't think it will happen while Mr. Sanders is in charge, judging from the CC I listened to yesterday. John

To: that_crazy_doug who wrote (47594)	7/13/2001 6:29:08 PM
From: Neil Booth	Read Replies (2) \| Respond to of 275872

AMD's success, they forced Intel to try to double the speed of their new mhz introduction, and Intel couldn't keep up, Right, and look how much cash they've blown through to survive. INTC has blown it's whole cash reserve in about 18 months. Since AMD and INTC both have more capacity coming on line, prices aren't going to go up. AMD expoited INTC's strength - the # fabs and their capacity - by turning it into a huge CAPEX weakness. So AMD is now in a better position - the next time AMD jumps ahead (Hammer?), INTC has no enormous cash reserve, cannot fight the same war again, and they either pile up debt, divert fabs to mass-produce Celerys, or fall behind. Neil.