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


To: Yousef who wrote (50786)8/12/2001 12:24:53 PM
From: John StopforthRead Replies (1) | Respond to of 275872
 
Yousef

Re:And just how will AMD be with your "poor economy" scenario ?? ... Looks
like either way, AMD will have a tough time. INTC price cuts will
insure that. <ggg>

There is no denying AMD will hurt with the price cuts
and a slowing economy, management has warned as much in their last quarterly report.
I believe Intel is taking a big risque. AMD is in the best
shape they have been in years and Intel is in the most fragile state they have been in years.
Intel is cutting prices in a declining market with declining market share.
Intel has stiff competition something they are not accustomed to.
The bigger they are the harder they fall.

John