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

To: bacchus_ii who wrote (58890)	10/17/2001 5:24:40 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

Well, it cost them $97M to maintain market share but they did it...I think they may have even gained a little market share in lieu of the X-box chips... Jim

To: bacchus_ii who wrote (58890)	10/17/2001 5:25:26 PM
From: Eric K.	Read Replies (2) \| Respond to of 275872

Re: Revenues in this range would be insufficient to offset the current level of expenses, and therefore the company currently expects to report an operating loss in the fourth quarter. oops! -Eric

To: bacchus_ii who wrote (58890)	10/17/2001 5:37:01 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

"If current conditions prevail and as revenues from the company’s other IC products and foundry services decline, the company expects that overall revenues will range from flat to high single-digit percentage growth in the fourth quarter. Revenues in this range would be insufficient to offset the current level of expenses, and therefore the company currently expects to report an operating loss in the fourth quarter. " Looks like Mad Man Sanders just warned of another impending LOSS !! What a shock.

To: bacchus_ii who wrote (58890)	10/17/2001 9:58:13 PM
From: niceguy767	Respond to of 275872

bacchus ii: "AMD held market share in the 22 percent range in a very weak PC market made more difficult by our principal competitor’s efforts to halt our forward momentum,” said W. J. Sanders III, chairman and chief executive officer. “Those efforts have failed as the performance deficiencies of computers based on Intel’s Pentium® 4 processors have become increasingly evident. Nevertheless, drastic price cuts and large, cash-backed marketing programs from Intel had the effect of driving down ASPs on PC processors in the market segments where we compete directly." "Performance deficiencies of P4's have become increasingly evident" But we're told by the Intellabees in our midst that there aren't any... "drastic price cuts and large, cash-backed marketing programs from Intel..." Say it isn't so...surely INTC doesn't have to resort to cash-backed marketing programs in order to move the P4???