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

To: Tenchusatsu who wrote (60072)	10/24/2001 8:35:12 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Ten on what basis? Dare I point to siliconinvestor.com while intel outperformed amd over the period of 10 years amd look fairly stable while intel is in uncharted territory. Does not look like that 10 year chart is in Intels favor anymore. I believe that 10 year chart is what used to be intelabee "special" :-)) The nine year growth pattern is broken and broken big time. Regards -Albert ps dare I add that pricewar hurt intel?

To: Tenchusatsu who wrote (60072)	10/24/2001 8:42:11 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Tenchusatsu, <What do you think about Intel's futile attempt to hold onto 80% marketshare, losing 96% of profit trying to achieve this goal?> Ask yourself: Is it really futile? Seems like Intel can weather the storm much better than AMD. You are changing subject from your original premise, which was that it is profit that matters, not market share: Message 16553440 Intel sacrificed just about all their profits in order to stop losses of market share. (loss of 2.4 billion of profit for market share) Should you not be directing your preaching to Intel, at your job, on Intel thread, during Intel shareholder meeting, rather than preaching on the thread of the stock you don't own? Not just that, you own the stock of the competitor. If your advice is not disingenuous (which I think it is), why are you giving this advice to the competitor, thus helping the competitor, hurting the company you own, and work for? Joe

To: Tenchusatsu who wrote (60072)	10/24/2001 11:34:46 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Seems like Intel can weather the storm much better than AMD. Intel is down $5 Billion in a year, while AMD is about even for the same period. Intel reported $4.5 Billion in profits for the period, while it's clear from looking at the Balance sheet changes that they actually incurred $5 Billion in losses - a difference of $9.5 Billion. If a company chooses to pretend its costs are 1/3 less than what they actually spent, valuing antiquated, obsolete plant and "goodwill" far higher than its actual value, and then reports profits based upon that fantasy, it's their decision. But the fact is, if the money's gone, it's gone. And Intel is down $5 Billion in a period it reported $4.5 Billion in profits. Look at what happened to NT when they finally adjusted their books to reflect reality. There is a chance that the two companies will back away from this price war for a while, though AMD doesn't expect any truce to last for long.