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

To: Bill Jackson who wrote (58974)	10/17/2001 10:18:36 PM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 275872

Two thoughts from the conference call: * No talk of returning to profitability. * With AMD able to satisfy more than 1/3 of the PC processor market with just one fab at the end of next year (50 million units), and with intel with many 300 mm fabs, there will be a huge over-capacity problem. Seems to me that processors may become a commodity like DRAM is now. With out a significant value-added competitive advantage (ie Hammer), processors may have to be sold near cost for set top boxes, information appliances, and low cost PCs. Pravin