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

To: Yousef who wrote (50780)	8/12/2001 12:13:39 AM
From: Bill Jackson	Respond to of 275872

Yousef. So Intel will face underutilized fabs furst.... Bill

To: Yousef who wrote (50780)	8/12/2001 6:29:06 PM
From: Dan3	Respond to of 275872

Re: first round of "price cuts" will just be the start. This price war has been going on for a while now, and Intel lost over $10 Billion last year. The rest of the industry is leaving Intel behind as every other major player adopts SOI. A year ago Intel was sitting on a war chest of $20 Billion. After a year of the price war Intel has $10 Billion left and no near term prospects of keeping up with the industry's move to SOI. AMD has improved its financial position over the same period of conflict. A year from now Intel will be borrowing money to cover operating expenses.