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

To: Saturn V who wrote (76529)	4/4/2002 10:37:59 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Saturn V: "Thought: Is it possible that to some, perhaps many observers the claims and predictions here concerning AMD vs. Intel (P4 most recently) are not unlike the claims and predictions on another board for the last couple of years about Rambus vs. the DRAM (DDR) industry where facts are routinely ignored, or heavily customized to fit the point of the moment? :)" CounterThought: Rambus was an INTC project not an AMD project which might explain why it flopped...but Athy was an AMD project that propelled AMD to become competitive across all performance ranges...and Hammer is the follow up AMD project to Athy and there is absolutely no reason to compare it to the INTC/Rambus flop...there is every reason to believe that Hammer will be even more successful for AMD than has been Athy...Definatrely not good news for INTC!!! "Fact: Since 2Q01 (possibly even Q1) AMD has been losing market share back to Intel from a high of about 22% to 18.5% in 4Q01. AMD's earnings have dropped like a rock into negative territory while Intel's have remained comparatively flat and positive. The P4 has not been the failure that nearly everyone predicted, quite the opposite, it's a very competitive product and Intel is marketing it very well." The above "Fact" is a joke (Sounds like this guy works for Aberdeen)...INTC's net income dropped $9.3 billion in FY01, AMD's declined by $950 million...INTC's revenues declined a whopping $7.2 billion in this same period while AMD's declined $644 million...p4, despite its pre-release hype that it would knock ASthy out, is hard pressed to remain competitive with Athy...Let's see how competitive p4 can be with Hammer...(AMD's product development over the past 3 years has close the INTC performance gap, and there remains a reasonable likelihood that Hammer will shift the performance gap very much in AMD's favour, thus completing tehe performance role reversal between these 2 companies from that which did exist in 1998)!!! "Fact: In 4Q01 flash was still profitable, though it isn't clear by how much, yet even with an ASP of $90 AMD lost $0.05 which means $92 to $93 is break even at present volume and there is no indication that volume will increase anytime soon. Lowering overhead and a die shrink will help but only time will tell if that will end up being a profit or just a lower selling price to maintain volume." Becuase this guy calls it a fact, doesn't make it a fact...This guy writes FICTION and calls it a fact... Motley Fool surely lives up to its name by bestowing "post of the day" on this one...

To: Saturn V who wrote (76529)	4/5/2002 1:45:22 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Saturn, Re: "Some might wonder what my qualifications are for lecturing this esteemed group of investors? The AMD school of hard knocks, fellow board members. :) I started investing heavily in AMD in early 99 and was nearly as bullish as anyone here. Watched my investments soar well into the six figures area. I thought I knew everything and scoffed at many who refused to see the light. Have since watched the six figure gains fall to very near a six figure loss because of bad judgment, not the least of which was ignoring some very important facts and good advice, rather choosing to believe the hype." It's nice to see that some people now how to take a step back and look at things objectively. I guess, once one loses enough money, they either tend to learn from their mistakes, or get sent in the endless spiral downward. Cheers to Errol for being able to change his opinion. wbmw