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

To: Elmer who wrote (80523)	5/23/2002 12:33:26 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: That makes Intel: The world's largest producer of Processors The world's largest producer of chipsets The world's largest producer of Comms/Networking Silicon The world's largest producer of Flash Nowhere to go but down from here... From a stock price appreciation standpoint, that makes Intel a certain loser. If only Intel had: A new SOI process coming this fall. Mainstream 64-bit processors coming this fall. Lower cost, higher reliability/performance flash ramping now. New entry into the mulitprocessor server market. New entry into the low power/high end notebook market. ... maybe they'd have something to look forward to other than "it's all downhill from here."

To: Elmer who wrote (80523)	5/23/2002 12:38:55 AM
From: ptanner	Read Replies (1) \| Respond to of 275872

Elmer, from the article (which was simlar to the one I recalled): "Although Intel’s communications revenue fell 22 percent to $2.7 billion, the decrease was relatively small enough to push it from fourth to second place." My point was that with revenue dropping 22% last year this market may not be in great need of additional production capacity unless a lot of the drop was ASP rather than volume related. And from a different article biz.yahoo.com on the same Dataquest report: Excluding the sale of optical components, Intel nailed down, for the first time, the No. 1 position, displacing Motorola Inc. (NYSE:MOT - News) Intel's revenue from communications chips declined 22.3 percent in 2001 to $2.73 billion from $3.51 billion in 2000.... But even as Intel nabbed the No. 1 position, the Santa Clara, California-based company still lost money in 2001 in the business of selling communications chips. Intel's communications group had an operating loss in 2001 of $735 million while its wireless communications and computing group posted an operating loss of $256 million. and Intel rival Advanced Micro Devices Inc. (NYSE:AMD - News) also moved up a number of notches last year in the communications semiconductor market, where it is among the largest providers of flash memory chips, which are used widely in cellular phones. It moved to No. 12 from No. 20. Its revenue from communications chips in 2001 fell only 6.1 percent, compared with Intel's 22 percent decline, to $911 million from $970 million in 2000. Unfortunately AMD doesn't break out segment profits. -PT