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

To: Cory Gault who wrote (50168)	8/7/2001 1:09:51 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Cory: "AMD is in deep sh*t. It's not a whole lot better at INTC.....but much worse for AMD going forward." You obviously choose to ignore INTC's 25% decline in revenues, 20 to 25% decline in profit margins, the bursting of the "capital gain reserve" $3 billion buffer in 2000 alone and escalating GW on the balance sheet if you think INTC is in better shape than AMD...Negative currewnt financial trends at INTC are much more alarming than those at AMD and, worse for INTC, is that they continue to fall further behind AMD in a relative sense with respect to strength in product lineup!!! It's a good thing for INTC that it's a good thing for all longs for it to remain at $30, or it'd be in the teens now based upon the alarming rate of financial decline over the past 2 years!

To: Cory Gault who wrote (50168)	8/7/2001 1:23:42 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

You can configure otherwise identical 1400MHZ PCs at gateway with P4 and Athlon. They are the same price - $1,299. P4 mobo costs $50 more than Athlon mobo and P4 Ram costs $25 more. So, if Gateway is paying $150 for Athlon 1400, they are paying $75 for P4 1400. If there are enough buyers for P4 1.5 to 1.8 that doesn't matter. But every indication is that the total number of P4s sold is still not very impressive, and the vast majority of P4 systems that have shown up at retail (which is not necessarily consistent with what on-line buyers purchase) have been 1.3GHZ and 1.4GHZ. Any money Intel is making is from selling 866MHZ to 1GHZ PIIIs for $150 to $200 as corporate boxes. They decided to kill off that business next quarter. They may find they've made a terrible mistake. I continue to be surprised that AMD hasn't gone to some sort of performance rating for Athlon. Maybe they're waiting to be able to compare P4 on SDRAM to Athlon 4 (which has prefetch and SSE). I expect that Q4 will see big, hot, noisy, and slow SDRAM P4s competing against (relatively) small, cool, quiet, and fast Athlon 4's performance rated to sell and be marketed at the same clock speeds as the P4s.