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


To: whortso who wrote (51011)8/14/2001 2:54:20 AM
From: wanna_bmwRead Replies (1) | Respond to of 275872
 
Whortso, I think the even bigger irony is for those who are hoping that the price war eventually weakens Intel to the point where they back out first. They hope that Intel would chose profitable earnings over unit volumes sold, thus allowing AMD to get the 30% market share that will somehow enable them to gain market acceptance for all their products. However, I think it's clear from the price cuts planned later this month that Intel is not going to sit idly by while AMD gobbles up any more market share. The irony is that Intel's finally woken up, and has started to fight back, and this goes totally against the idea of laziness and incompetence in Intel management, and that confounds many on this thread.

Another irony I've noticed concerns a small number of individuals who pine for continued weakness in the economy, hoping that Intel will post a loss for the first time in more than 15 years (actually, I cannot remember Intel's last loss). They hope that such a loss would destroy the optimism of Wall Street investors, thus lowering the stock price and giving them company in the doldrums. What they don't realize, or what they choose to ignore, is that a dwindling economy will still hurt AMD more than it will Intel, making their almost break-even Q2 look like a godsend.

wanna_bmw



To: whortso who wrote (51011)8/15/2001 8:32:37 AM
From: Dan3Read Replies (2) | Respond to of 275872
 
Re: . IBM is selling AMD technology

IBM's AMD products have been in its retail line, and IBM has left the retail market.

IBM's divisions are autonomous - the disk drive division sells to Compaq, Dell, etc. and the PC division buys from Western Digital and Seagate.

This isn't great news for AMD, but has nothing to do with SOI being good or bad, it basically reflects IBM Canada joining IBM USA in exiting the retail market.