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

To: Jim McMannis who wrote (58915)	10/17/2001 5:55:05 PM
From: Paul Engel	Respond to of 275872

Re: "Still, going forward AMD heads that Hammer now and they don't seem to be able to deliver it anytime soon" AMD..gotta get to Hamster !!! BAM !

To: Jim McMannis who wrote (58915)	10/17/2001 5:55:08 PM
From: milo_morai	Read Replies (2) \| Respond to of 275872

Fab 25 will be a flash fab by end of 2002.

To: Jim McMannis who wrote (58915)	10/17/2001 6:39:52 PM
From: SisterMaryElephant	Read Replies (2) \| Respond to of 275872

Jim, <What matters is that X-box sales don't come at AMDs expense> Of course they are at AMD's expense. Did'nt AMD compete for and lost out on the X-Box CPU business? SK

To: Jim McMannis who wrote (58915)	10/17/2001 7:44:17 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 275872

Jim, <a 1900+ and more is what they need in the short run.> If the nForce chipset offers the performance improvement everyone is hoping for, AMD will rename their 1.53 GHz Athlon XP from 1800+ to 1900+. Tenchusatsu

To: Jim McMannis who wrote (58915)	10/17/2001 9:14:07 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Jim, I look at Intel's XBox sales this way. Intel now has an AMD-sized chunk of the most important chip in the gamer's console market. Probably about 5-10% by the end of the year. But I think there is room for another CPU company in gamer's consoles. As for the loss, I consider it to be about $170m, the amount by which book value went down. Similarly, Intel had a loss of $836m, the amount by which their book value went down. The AMD loss is not nearly as scary as Q3, 1999. Here's a comparison: ....................................1999..............2001...............Intel 1999............Intel 2001 Sales...............................662.............766......................7,328..................6,545 Book Value....................1,919.........3,631....................29,182................35,902 Cash+ST Investments.....377............904....................11,891..................9,158 LongTermDebt............1,449............796..........................884.....................972 AMD has a cash cushion in never had in 1999. Petz Petz