Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: maui_dude who wrote (63836)	11/16/2001 12:06:45 PM
From: fyodor_	Read Replies (4) \| Respond to of 275872

Maui: Funny you didn't ask the same question about AMD shares. I know, I know, it's because AMD will eat Intels lunch (-: Both AMD and Intel seem to be experiencing a tightness of availability with their high-end processors. What are the reasons behind this? a) Unexpectedly high consumer demand? b) Bin split problems for both? c) Supply problems from both, e.g. due to .13µ conversion. d) Supply problems from Intel, causing consumers to buy AMD instead, creating a shortage of AMD parts. e) Some combination of the above. (note: The AMD<->Intel transposed version of point "d" is not a possibility, since AMD's volumes are only ~ 1/3 of Intel's) I actually thought a) was the best explanation, but with Dell reporting that unit shipments for the industry will be flat, that seems an unlikely possibility. For fear of sounding like Niceguy et. al., "d" seems to be the more realistic possibility. One data point that points against this is AMD's latest CC, where guidance was reiterated (i.e. not guided up). If I'm missing some possible explanations, please don't hesitate to let me know. Thanks. -fyo

To: maui_dude who wrote (63836)	11/16/2001 12:50:25 PM
From: milan0	Read Replies (2) \| Respond to of 275872

Maui re: "Funny you didn't ask the same question about AMD shares."[How can Intel shares go higher?] Because the post I was responding to (#63816) said: "the global volume of the new PC sales is expected to rise by only 5% next year to make 129.6 million units..." Because, on my Yahoo screen, Intel's P/E is 57. Maybe also because Dell, who made the comment referred to in my post, sells more(!) Intel CPUs than AMD's? And Dell's big business market is also Intel's strong hold, isn't it? In your post #63840, you write: "...with Dell prediction about unit shipment for Q4 be flat is incorrect." Wow! Fact: Dell's grasp of the markets is more accurate than yours<g>. I won't argue further on that one! "I know, I know, it's because AMD will eat Intels lunch (-:" Yeah right, with the P4 and the Itanium 'sighting', because of that too! Mike PS. I don't think AMD's share will go much higher either,... for now.