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

To: Joe NYC who wrote (65656)	12/14/2001 2:07:29 AM
From: Monica Detwiler	Read Replies (1) \| Respond to of 275872

Jozef - You wrote One thing you are overlooking is that Intel's sales collapsed in Q1 (overall), by some 25%, while the collapse of AMD's flash was delayed because of the longer term contracts AMD signed. Intel didn't provide that data for Q1. However, what you and Mani are completely ignoring is the large discrepancy between Intel's flash revenue and AMD flash revenue - which favors Intel by 242%. Also, Intel has signed many high profile flash design wins recently - whereas AMD has signed none and repeatedly describes how poorly their flash business is doing. The facts are all there - you just need to open your eyes. Monica