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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (151651)	12/8/2001 12:10:18 AM
From: Dan3	Respond to of 186894

Re: things will continue to get worse for AMD... Continue to get worse? You are talking about flash, right? Because, in microprocessors, AMD is experiencing the best quarter in the history of the company. AMD is setting corporate records this quarter both in number of units sold and total revenue realized from microprocessor sales. AMD's march to gain control of the CPU market continues to progress, even as Intel's programs are faltering. But they couldn't have done it absent Intel's crappy P4 design and stupid Rambus scam. Here's the interesting thing for investors: Intel is presently valued 40 times as high as AMD, even as AMD keeps doing better, Intel keeps doing worse, and AMD looks to be moving from 1/5 of the market to 1/4 of the market as soon as this quarter.

To: Elmer who wrote (151651)	12/8/2001 1:07:45 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Elmer, think things will continue to get worse for AMD. The reason being that the more I think about this yield problem capacity thing the more it seems that poor binsplits are probably the answer. There are enough AMD processors available in the top speed grade, and the overall supply is plentiful. I don't think there is any way to test your hypothesis about poor yields, since the supply at AMD exceeded demand every single quarter since Q4 2000, which makes this quarter the 5th quarter for this to happen. We could speculate about the yields if we ever get to a situation where there is a shortage of AMD processors. Somehow, I don't think it will happen. My prediction is that in Q1 2002, when Intel's Northwood comes online, in addition to the .18u P4 lines, the supply problems Intel has had will be worked out, and we will be back to the glut scenario with dropping ASPs. Joe