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

To: niceguy767 who wrote (76541)	4/5/2002 8:59:59 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: The guy writes negative fiction (i.e. lies) then says he's invested bullishly...Same profile, scripted by INTC??? There has been a sudden eruption of anti-AMD psuedo-news, from a variety of sources. It could just be a coincidence, or it could be the result of an organized campaign. Given the timing, it appears to be coordinated. But why? According to Elmer, Paul, and Wanna_bmw, AMD "used up" any benefits from the move to .13 when it went with short gates in the .18 XPs, so AMD is stuck at its present speeds until the end of the year. AMD appears to be requiring considerable time and effort to move from .18 to .13 Athlon - surprising, if the devices are identical (or similar enough that they won't provide a significant performance increase). Moving the interconnects closer in a re-layout, using technology they've been shipping in volume for over a year doesn't sound all that difficult. The shrillness coming from the Intel camp may indicate that Thoroughbred is going to be a little better than we've come to expect. It must be horribly frustrating for Intel. They've pushed their finances very hard, and have lost $3 Billion in 12 months (check the balance sheet). They've managed to produce a processor with very high mhz, which they thought their moron customers (clearly, this is how Intel thinks of its customers) would flock to and pay high prices for. But, instead, enough custoemrs have bought the higher performing, but lower clocked, Athlon to keep AMD successful. And, with AMD successful, Intel can't raise its ASPs without hemorrhaging market share. AMD has gone from 5% market share to 20% market share, and from near bankruptcy to being on solid financial ground coming out of the worst semi crash in history. Unless Intel can crush AMD and charge monopoly prices, it can't make sufficient profits to justify its current stock price due to its high cost structure. With the recurring, pre-determined, depreciation costs Intel has saddled itself with, even monopoly pricing won't do them much good. Meanwhile, AMD has shrunk its costs so that any positive development, such as a decent Thoroughbred, a recovery in flash, an early launch of Hammer, would turn into a huge upside move in their bottom line. Poor Intel - I almost feel sorry for them.

To: niceguy767 who wrote (76541)	4/5/2002 9:49:47 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

NG, Here is something you and many others may want to attend. <http://www.amd.com/us-en/Processors/SellAMDProducts/0,,30_177_4458_3063,00.html> This is a road show that goes to many many major cities. All attendees will get a nice T-shirt and a bunch of other handouts and great door prizes of mobos and CPUs(sadly, not all get mobos and CPUs, sigh). There are also many AMD partners with tables and setups that show assorted mobos and video cards etc. There is also a nice buffet lunch/dinner. It is worth attending since you will have a chance to ask some questions from the floor as well as see the presentations of all the partners. Fill in the registration as if you were a small white box maker with less than 10 employees. Downside....the partners will mail you promotional stuff by e-mail. But they are responsible and will honour the remove instructions in each e-mail, so it is nothing to bother you. Bill