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

To: reynoso who wrote (71301)	2/9/2002 4:22:01 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

Reyneso, re: "Although I share your enthusiasm, isn't it true that one AMD official recently was quoted as saying that, after 7 or 8 months in the server sector, AMD had zero market penetration?" wbmw and I worked through this a while back here. Now we have the BA@BoA [Ben Anixter, AMD VP of External Affairs at Bank of America presentation] source quote, courtesy of JC's and one of his contributors: "Well, as we said on the conference call we're starting to get traction ?? the one and two processor markets the one or two processor server and workstation market. There are about a million/quarter of those sold. We have essentially 0% market share right now. We're selling 10s of thousands of units a quarter." Consensus was that AMD has more than 1% but they effectively have a very minor presence in this market. Also defining the market and total size of the 1/2P market was not clear. -PT

To: reynoso who wrote (71301)	2/9/2002 5:56:15 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

renoso: "Although I share your enthusiasm, isn't it true that one AMD official recently was quoted as saying that, after 7 or 8 months in the server sector, AMD had zero market penetration?" Thatsame AMD official continued with the statement above that by the end of FY02 q1 that "good server chipset shortage" issues will be resoved thus removing any remaining "performance issue" barriers...or something to that effect... "With the Hammer still off in to the future, just how much competition can AMD be to Intel in servers?" AMD, if able to penetrate this sector in q2 and q3 will cause a significant shrinkage in INTC margins in those server "performance ranges" in which AMD will be competing...(My point is that longer term, assuming some degree of success by AMD along the lines of that which we have recently witnessed in both the consumer and mobile sectors, combined with a successful Hammer will seriously impact INTC's last "high margin" bastion...INTC is already reeling from AMD's competition as witnessed by a $10.2 billion decline in NI in FY01...Unless INTC can reverse this current trend, (I'm optimistic by nature, but not nearly as optimistic as Elmer and the rest of the gang that believe that p4's uncompelling features provide such potential) INTC's growth rate and consequently share price will be severely hampered going forward...