Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cory Gault who wrote (50108)	8/6/2001 7:26:46 PM
From: Jim McMannis	Respond to of 275872

RE:"thus AMD is relegated to whoring its' product to retail discounters and SD shops. Until that changes....nothing is going to change. Even the A4 shows up only in bargain basement retail lines from the OEMs...always Presarios instead of Armada's..makes for a tough road" How long to you think it will be until these kids that have been building Athlon boxes get into the work force and start ordering AMD computers instead of Intel? Kind of reminds me of what happened when business figured out they didn't need IBM products... Jim

To: Cory Gault who wrote (50108)	8/6/2001 9:42:39 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Cory: "And judging by AMD's price the market seems sure that AMD can only sell what it produces at riduculous giveaway prices.....the Athlon is now a couple years old and you still can't find one in any large business anywhere. This is not about to change because if it was.....it would have already...thus AMD is relegated to whoring its' product to retail discounters and SD shops. Until that changes....nothing is going to change. Even the A4 shows up only in bargain basement retail lines from the OEMs...always Presarios instead of Armada's..makes for a tough road." You're missing the primary point...AMD's revenues and financials have improved dramatically over the past 2 years while INTC's financials continue to deteriorate at an alarming rate as evidenced by declining revenues over this period to the tune of about $7 billion or 25%...Very frightening scenario unfolding at this moment at INTC...Declining revenues, declining margins, declining market share and stiff competition on the horizon in the hitherto uncontested mobile and server/workstation spaces...and what's more a lame P4 as a flagship product...Ouch!!!