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

To: Road Walker who wrote (51834)	8/21/2001 8:51:11 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

John Fowler: "Non-profit companies will get creamed in this environment. AMD needs to make money on a sustained basis, getting valued on potential doesn't work anymore." I assume the same non-profit statement applies to INTC? and if getting valued on potential doesn't work anymore, why is INTC still above $20?

To: Road Walker who wrote (51834)	8/21/2001 9:06:51 AM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: trying to look for a way out of AMD's current dead end situation. Do a search on pricewatch for Xeon 1.7 and Athlon MP 1.2, and consider all the discussion that has been going on regarding SOI. AMD may be making a push to sell two CPUs, instead of one, to potential buyers of performance desktops. SOI may also give AMD a major advantage in portables for the next 18 months. It may be that, now that both companies have pretty much ruined the desktop market, AMD is focusing on notebooks and SMP systems and letting Intel have as much of the single processor desktop market as it is willing to low-bid for.