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

To: Road Walker who wrote (77659)	4/18/2002 2:16:51 PM
From: that_crazy_doug	Respond to of 275872

<< What speed processor were they selling in late 1999 (I really don't remember)? Bet those dogs are slow and getting (relatively) slower every day. >> I'd say those would be almost exclusively 500 mhz p3s. I can't see why any businesses would need to replace the workstations. I'm sure the servers could be faster, but I've got a p2-400 and I'm a developer (heavier usage then most at my company) and my pc is fine for me. << The other side of the argument is that those PC's will never need to be replaced, that they are good enough for everything most business folks do. If you believe that then both AMD and Intel are hugely expensive stocks. >> This might hurt Intel a bit more then AMD, since it's more Intel's market. The consumer market probably isn't quite as likely to be hit by this since a lot of pc's are bought for the school or games. It's clearly bad news for both, but AMD needs to worry more about just staying competitive with Intel's offerings then worrying about whether there are people buying pcs IMO. I don't think they can survive with a worse processor then Intel, everytime they've fallen behind technologically they've been killed since they are bought primarily by people in the know, or people buying purely on price.

To: Road Walker who wrote (77659)	4/18/2002 2:32:32 PM
From: tejek	Read Replies (1) \| Respond to of 275872

The other side of the argument is that those PC's will never need to be replaced, that they are good enough for everything most business folks do. If you believe that then both AMD and Intel are hugely expensive stocks. John, I think most people are still on that treadmill of more memory, more speed except the treadmill has slowed down some and people have become more discerning. Traditionally, AMD's and INTC's stock has been motivated by the XMAS selling season and I plan to buy back in sometime in June to take advantage of that ramp up. The size of the ramp will depend, I think, on whether IT spending has picked up. The fact that it is still dragging has me concerned and makes me wonder how real this economic recovery is. In general, I think there is still some stock overhang left in tech and consequently, the Naz as a whole won't really begin to revive until next year. ted