SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: niceguy767 who wrote (58271)10/11/2001 1:19:05 AM
From: maui_dudeRead Replies (2) | Respond to of 275872
 
Niceguy, Re : "This market has taken no prisoners...but come on, eh...single digits for AMD...Little bit oversold I think even you'd have to agree..."

yes, I agree that there is not much downside left for AMD. Though it doesn't look like it could go much higher than $12 or $13 anytime soon (unless there is an economic recovery)

Re : "As for the P4, won't be anywhere near 20 million units this year...A lead balloon, it seems!"

Now this is where I think you have totally lost your perspective. What difference does it really make if Intel sells 15million in Y2001 ? You seem to be more interested in latching on to the forecast intel made about P4 2001 sales. What difference does it make if they sell 20mil for the year a quarter later ? Do you actually believe that P4 is not going to dominate ? Do you actually believe that AMD will not lose market share over the next few quarters ?

Face it, if Intel gets in trouble with their earnings, AMD wil be deep doo-doo. The longer the economic problems, the worse AMD will get hurt. If you are more interested in making money than see Intel get hurt, you should really hope that Intel recovers. For as long as economic troubles last, Intel will continue to focus on the market share (and see AMD lose money).

Maui.