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

To: Tenchusatsu who wrote (60837)	10/29/2001 12:50:59 PM
From: hmaly	Read Replies (3) \| Respond to of 275872

Tench Re...Then you have nothing to worry about. If what you say is true, then AMD could have asked for nothing better than the current price war.<<<<<<< I have no delusions about this price war profiting either. Except that it may just finish off Intels obsessions with price wars. Otherwise, I don't expect a big rise in demand. But the realization by the investing public of the inability of Intel to wage a successful price war against AMD, should finally raise AMD's share price, to a somewhat even standing. Amd's concession to Intel, that AMD would convert fab 25 to flash, instead of producing more processors, was an olive branch in a way, in that AMD would stop with its expansion plans in CPUs at the capacity of Dresden. Intel responded by canceling some fabs, several wks ago. Perhaps both, will throttle their immediate plans, and do like other industries, and control their output, to parity with the demand, on roughly a 70- 30 split. You will note that AMD is only dropping their price by 10-15% versus Intels 30% drop today. So you think Jerry "I sold, didn't you" Sanders is that man?<<<<<<< No matter how much you dislike Jerry, you have to admit he has out dueled Craig easily. He sure called the outcome of the 98 price war correctly, and by overcoming the last one, has solidified AMD's position nicely, without expending a lot of cash. As far as Jerry selling some of his shares, why not. They are his. If you think Jerry only sells when a downturn is looming, perhaps you should use Jerry as an indicator. Frankly, I wouldn't want as my CEO, a person who has no idea of how the economy is doing, or how his business is doing. Even I felt AMD was overvalued at $30 last summer, and we all felt AMD was going to lose money when we were comparing ASPs. Amd hasn't had many of the problems Businessweek is accusing Intel of.