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

To: niceguy767 who wrote (51151)	8/15/2001 9:14:52 AM
From: Charles Gryba	Read Replies (2) \| Respond to of 275872

Niceguy, quit it with the conspiracy theories. IBM was not selling enough AMD to justify the costs of having 2 platforms. To be honest with you, I think Intel is putting the squeeze on AMD and unless AMD has a couple of speed grades ready soon they will hurt. I saw a Dell and a Gateway Commercial over the weekend selling P4 systems from $799 to $899 ( probably 1.3s ). They were followed by a Compaq commercial trying to sell a celeron for that price. Guess what? NO ONE will buy the celeron because they can get a P4. The Athlon/Duron is out too because it's not even mentioned in the commercials. I am afraid Compaq will be squeezed by the cheap P4's and it might eventually go the GTW/DELL route. AMD has to advertise ( the sooner the better, I prefer that they help out the OEM's by immitating the intel inside campaign than wasting money on silly train commercials ). Also, release 1.5Ghz Tbirds even if it's a limited release. And the palomino will have to come out at 1.7Ghz not 1.5Ghz. Intel made anything clocked at less than 1.7Ghz very cheap. Constantine p.s. I a long AMD but have sold covered calls against my position and have been doing so since january.

To: niceguy767 who wrote (51151)	8/15/2001 1:41:20 PM
From: Jim McMannis	Respond to of 275872

RE:"The skeptical in me is asking: is the AMD threat to INTC so great that INTC/IBM have found it necessary to concoct a pact to protect the status quo of the N/A corporate market? Is this INTC's last remaining trump card?" IBM is progressing toward leaving the PC business. Cutting back includes cutting costs. That includes reducing the no. of different platforms it services. That includes eliminating AMD or Intel. AMD is the logical one to eliminate. AMD is the odd man out. Also, I imagine IBM is having internal financial problems. Continued layoffs and the like are likely. Struggling to maintain it's margins and corpulent structure. Jim