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

To: peter_luc who wrote (58378)	10/12/2001 8:03:50 AM
From: niceguy767	Respond to of 275872

peter: "I am very much on your side. I think it was an incredible success for AMD to gain back the performance crown so convincingly. Even one year after the introduction of the P4 AMD is still ahead in the performance field. I believe that very few people had previously thought that this would be possible." Precisely...and there are others in our midst who think by ignoring this significant change from past cycles that it will somehow dissipate as a threat to the pre-eexisting status quo... "The big question mark, however, is sell-through. I am ready to bet (and I do so by being fully invested in AMD again) that P4+SDRAM systems will by far not be as well accepted by the consumers as Intel and all the OEMs have projected. This, however, will only be apparent when it comes to Q4 numbers. Therefore I do expect some very strong data and words in the next Intel CC." There are those in our midst whoio are so focused on AMD's q3 warning that they ignore the precipitous decline in INTC's relative and absolute performance over the past 2 years when earnings have been propped up by non-operational contributions such as capital gains to the tune of $3 billion in y2000...The primary non-operational buffer that remains now that capital gains have been exhausted is a lower tax rate which in all likelihood will be the wildcard used for q3...Unless P4 begins to soar, INTC could be looking at some serious red going forward...Just no way to mask the financials anymore...INTC has reached the precipice where improved operational performance is required if they are to avoid massive amounts of red ink!

To: peter_luc who wrote (58378)	10/12/2001 10:43:39 AM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Peter, Re:I think it was an incredible success for AMD to gain back the performance crown so convincingly. It's a leapfrog game. Athlon XP (is that what they call it?)might have brought the performance crown back to AMD, but I haven't looked at any benchmarks. Northwood will bring it back to Intel, I'd bet. CPU execution speed is just one parameter for OEMs and end users to consider, and is not even a major factor. Infrastructure support, company viability, ability for manufacturing to deliver JIT, of engineering to deliver new products on schedule, and chip reliability are just a few things that come to mind right away that are all more important than chip speed. That is, of course, unless chip speed is out by more than a few percent from the competition. You guys make far too much out of performance. Tony