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: peter_luc who wrote (67039)	1/3/2002 5:53:28 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

peter: "I think the real bomb is that in Q1 units will be flat or even up slightly." When you have a product with "unrivaled performance" at a very competitive price and you are currently supplying only 1/10th of the market with this product (i.e. the XP), the upside potential for that product remains virtually unlimited, particularly when you can offer the consumer a 1.7 gig XP system at 50% the cost 2 years ago of a 700 MHz Athy system...The "cost" incentive to upgrade from 700 MHz Athy to 1.7 gig XP is enormous and would explain AMD's heightened expectations... As suggested before, AMD's positioning now in both product lineup and bank strength is much stronger than 2 years ago when Athy was just being launched and AMD was pleading with its bankers for support...Athy has proven itself as evidence by numerous awards for its outstanding architecture, the XP is turning out to be a winfall and with hammer on the horizon, 2002, assuming general economic recovery, may not be wholly unlike 2000 when AMD ran from $18 to $97.50, but $23 by Jan 18 will be just fine...one step at a time...

To: peter_luc who wrote (67039)	1/3/2002 6:42:26 PM
From: combjelly	Respond to of 275872

"Visibility improved into Q1 with units sequentially flat or up slightly (despite the fact that Q1 is normally weaker)" If true, that would be huge. For one, it would likely mean another dollop of market share increase. It also could mean a break even or even profitable quarter, considering that I don't think Intel will be positioned for a price war in Q102. But still, almost 3 bucks in a single day seems extreme...