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

To: Dan3 who wrote (68367)	1/20/2002 8:28:33 PM
From: semiconeng	Read Replies (1) \| Respond to of 275872

You can't refute it. The numbers I listed were examples that may or may not have been the most typical, but the structural changes taking place in the industry - significantly accelerated by the Intel/Dell relationship - are crystal clear, and they are putting a permanent cap on Intel's future profits. --I can't refute them because I know what the costs are, and you're way off. And yes, I see how badly Dell was hurt in Q4, as the only PC Vendor that had growth, and I see how intel was hurt in Q4, increasing their profit margins, and making a profit while AMD lost money. Oh yes, I see clearly who is also better positioned going into Q1. Semi