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

To: eCo who wrote (71901)	2/18/2002 10:10:00 PM
From: Joe NYC	Respond to of 275872

Here is a portion of a good post on Raging Bull by economaniac: Intel is ramping Northwood, and could potentially have large volumes of high performance processors. Shortages do not necessarily mean that Intel does not have decent yields on NW, but at least means they are not using them to crush AMD. Either way its good news for AMD. There is a limited window where Intel has .13 and AMD does not for Intel to really hurt AMD ASPs, if they survive that window unscathed that is very good for AMD, and (at least in a competitive sense) bad for Intel. This quarter is an Intel at bat. If nobody scores that's good for AMD and bad for Intel. If AMD does not start shipping tbred in volume in Q2 that an error that will let Intel extend the inning, otherwise the summer will see AMD try and take advantage of increasing capacity, access to new markets (sff and thin and light) and a richer mix (all benefits of their shrink to .13). ragingbull.lycos.com Joe