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

To: Elmer who wrote (56302)	9/25/2001 12:55:57 PM
From: AK2004	Respond to of 275872

Elmer how many time did you burry amd already? Can you count that high (higher then 3, even)? :-))

To: Elmer who wrote (56302)	9/25/2001 1:37:44 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"but because it looks like it's on it's deathbed." Uh huh. And there is a flood of 0.13 micron product due to come flooding out of Intel at any moment. <Image of Barrett slamming his shoe on a desk shouting "We will bury you!">

To: Elmer who wrote (56302)	9/25/2001 10:18:58 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: it looks like it's on it's deathbed LOL! In your dreams, Elmer. AMD has been talking about shutting down it's older FABs for more than 2 years, by doing so now they guarantee that they can keep pumping out high end CPUs for years - no matter what Intel does and no matter how bad the market. AMD has had pre-production or production volume from copper for 3 years and has been developing SOI for nearly a year. AMD has about an 18 month lead on Intel. The recent events in New York have killed off PC sales but should stimulate Cell phone sales. AMD, with its large flash business, will likely be in the black for Q4. AMD now has substantially better chipset support for its platform than Intel does (we now have VIA, SiS, NVidia, ALi, and AMD putting out standard, integrated, and performance chipsets) AMD is now shipping a second SMP chipset and SMP prices for AMD are holding up better than expected. AMD is continuing to gain share in the mobile market, a clear indication that Intel is having trouble with its copper process (Intel slashed prices in a failed attempt to slow AMD's entry into the mobile market - if Intel were able to produce the chips its been marketing, there is no way AMD would be making such rapid market share gains). AMD will be able to supply more than 50% of the market next year, and could supply that much of the market profitably with total revenues on the order of $1 Billion per quarter. VIA will be able to supply another 20%. What will Intel do when it is faced with cutting prices or losing share of that magnitude? The value of Intel's assets is down $10 Billion in the past year and it looks like they can look forward to losing another $10 Billion in the coming year. As I've posted before, AMD is hunkered down for a brutal price war, with minimal costs and no illusions. Intel still behaves as though it can do no wrong and continues to pull stunts like the limiting 845 to SDRAM. Intel needs close to $25 Billion per year to break even, AMD now needs about $3.5 Billion - let's see how things are looking 6 months from now. PS - my only real fear is that you'll be one of those laid off by Intel and we'll see even more posting from you. I sincerely hope you keep your job!