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


To: Bill Jackson who wrote (61113)10/30/2001 8:04:24 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
Bill:

I like AMD's chances of survival and of continued market share growth over the next 2 years...INTC has thrown everything they have at AMD in effort to slow AMD's market share gains and have so far suffered a $10 billion negative turn in net income and still have a sputtering P4 to attempt to market...P4 prices have already declined 80% plus and P4 remains distant from management targets...It's only another 20% in price declines from initial P4 price offerings to $0...INTC may now have entered the point of no return with the P4...(Bet there are many at INTC who wish Dr. Lau(?) (where is he now?)had never set INTC off in the P4 direction...