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

To: Jim McMannis who wrote (66647)	12/30/2001 5:29:15 PM
From: combjelly	Respond to of 275872

"Intel must have pulled a coup when AMD switched over from the Thunderbird to the Palomino, late." My personal theory is that HP and Compaq want a return to the days whe AMD was priced at least 25% below Intel at the same clock rate. In Compaq's case, they have a SKU, they just don't move it at the retailers, or at least they don't in any numbers. Now we have the case that for the Athlons, AMD sells at a premium over Intel at the same clock rate. And in spite of that, they apparently are selling them. Some estimates have put the SD, small integrators and white box market at about the same size at the rest of the retail market. I know that AMD is sucking up big time to that group, just go to one of their Road Shows. They have also developed a web site for the SD shops where they pass on tips, offer help with landing schools and local governments and other stuff. In my opinion, whether Compaq actually merges with HP or not is now irrelevant. Compaq is losing their cash cow, the server and workstation market, and there will be a big Compaq-sized hole left in the market place. Sure, Dell and HP will gain some from the pull of that vacuum, but they won't fill it. It will change the market as much as Capellas managed to change Compaq... "Looks like Intel won the price war this summer.." If you call dropping their profits into the range where you can reasonably debate whether they actually made a profit, I guess so. But they also lost market share while doing it, a very bad sign. Intel did manage to sell Compaq and HP on the idea that if they can only get rid of Rambus, the P4 will be a winner in the marketplace, but then they couldn't build enough... We need to see what the sell through is going to be. It is interesting that there is supposed to be a shortage of P4s, OEMs cannot buy enough. But they seem to be plentiful on the shelves. Doesn't sound like they are able to turn the darn things, does it?