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

To: Dan3 who wrote (60711)	10/28/2001 7:22:39 PM
From: niceguy767	Respond to of 275872

Dan3: "AMD is in the best position it's been in for a decade. It is in the server/workstation market for the first time ever, in as good a position in the mobile area as it's ever been in, is doing very well in desktops with the largest market share it's ever had, has a very significant new core coming, one new process starting production this quarter (.13 copper) and another new process starting 2 quarters later (SOI). AMD is also in the best liquidity position it's been in for many years, which allows it to fund these programs easily. It is carrying no goodwill on it's balance sheet and has been taking costs for its FAB capacity ramp-up as they are incurred - so that undepreciated capex hasn't risen." Dan3, as you have pointed out, AMD is not only in better financial shape than in any previous downturn but AMD's product lineup is vastly stronger now than at any time in its history...There aren't many companies out there than can honestly make such a claim...Certainly their main competitor is in the midst of the most precipitous financial decline in its history while at the same time the relative product lineup advantage that they enjoyed in previous downturns when they were uncontested in mid and high end has now disappeared...