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

To: wanna_bmw who wrote (80302)	5/20/2002 10:48:34 PM
From: hmaly	Read Replies (2) \| Respond to of 275872

BMW Re..Intel isn't at all sacred, but it does seem that the money that they invested in manufacturing has paid off, giving them a year's lead over most of the industry in volume .13u production. The simple truth is that Intel needed to go to .13 in order to stay competitive. AMD didn't need to, and has maintained its market share while still on .18. I would agree that the shift to .13 is tardy, however it hardly has been that detremental, as AMD hasn't lost market share, or much money during the depression in techs. Unlike some here who feel AMd has to compete every day on every product at every level, I will be happy if AMD hits their objectives on Hammer, and mirror bit. Tbred is just an interim chip, and doesn't justify taking resources off of Hammer. So, Intel had to concentrate their resources where it did them the best good, .13, and AMD is concentrating their resources on Hammer. We shall see who wins in the end. My bet is on Hammer. On the other hand, it's also possible that their execution screwups are inherent, making their future quite a bit darker. Are you satisfied in ignoring that possibility in favor of bliss? For now, yes. I was never a natering nabob of negativity. I should hope not, which is why I will continue to speculate in both directions, and keep the door open that AMD may not be sitting as well as people think.<<< Or AMD may just be sitting better than most people think. In this case, I am referring to the market. Dirk has made impressive contributions to AMD's product, and I have no reason to believe he will fail to impress this time also. Just look at how long Seymor Cray bested the likes of IBM and Univac.