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

To: Pravin Kamdar who wrote (76057)	4/1/2002 11:46:05 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Pravin: "It is already nearly impossible to find an XP desktop at retail. Now, AMD will be trailing Intel at 2400(+/-) by a whole quarter. They will lose more market share." The UMC and Alchemy deals strongly indicate that AMD is positioning for an imminent turnaround and, with any general economic support (already begun, imo), a very strong FY03...True to AMD's recent history of market leading performace, while AMD is entering into longterm deals at this cycle low, its competitors are having to deal with the writing off of huge goodwill amounts in q1...By far, the biggest q1 news is going to be the humongous goodwill items, $5 billion in INTC's case, that these companies are going to have to grapple with... Concerning product lineup, AMD is positioned more strongly now than at any time in their history...In fall of '99 at Athy launch time, no one anticipated that 3 years later not only would Athy have outlasted p3, but would be posing as more than a worthy competitor for p4 (which was to knock Athy out of circulation upon its intro according to some in our midst)...AMD is now holding the T-Bred, Clawhammer and Hammer trumps, and some in our midst, me included, foresee a far more formidable AMD lineup in a relative sense, over the upcoming 3 years than we've just witnessed with Athy over the past 3 years...AMD, today, in terms of future potential, is much, much better positioned than 3 years ago, when Athy was launched...AMD's tracks have been laid with Athy's outstanding performance making it much easier for Hammer to take marketshare when it arrives...AMD is currently in transition to a product lineup that could leave p4 reeling...A smooth transition will maximize later opportunities...AMD has the ball and looks like it can only be beat if it throws an interception...A smooth transition is INTC's largest fear...(shorter term it's that $5 billion of goodwill sitting on its balance sheet!!!)