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

To: Monica Detwiler who wrote (81088)	5/30/2002 2:10:17 PM
From: kapkan4u	Respond to of 275872

<While Intel is very highly profitable, right Dan3?> Can't tell it from the stock performance, right Paul? Kap

To: Monica Detwiler who wrote (81088)	5/30/2002 2:18:02 PM
From: Dan3	Respond to of 275872

Re: According to these reputable sources, AMD has dropped back to 18.2% market share in early 2002 Fine, let's go to the extreme points on the graph. In mid 1997, AMD was down to about 5%. At a current 18%, that puts them at 367% of their market share of that period. Extrapolating growth forward from your number, 367% of an 18% market share would put AMD at 66% market share in CPUs at the end of 2005. :-) The Hammers are such an obvious next step for mainstream computing - incredible as it seems, Intel walked away from its franchise, lusting after the easy profits of a proprietary instruction set, leaving AMD to pick up the mantle of leader of mainstream computer hardware. Intel is scrambling to get Yamhill into shape, but AMD is already giving public demos of 4-way hammer systems, and has Microsoft and the Linux vendors on board. Intel also played it a little too safe in the process area, leaving AMD a clear field for SOI deployment until 2004 or 2005. Meanwhile, AMD has come up with an elegant and inexpensive flash design that is unbeatable in terms of cost, reliability, and performance, which should give AMD the cash cow it needs to take over the CPU business over the next 3 years.

To: Monica Detwiler who wrote (81088)	5/30/2002 4:13:03 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Monica, Re: "According to these reputable sources, AMD has dropped back to 18.2% market share in early 2002" Looks like there are other news articles that agree with this. biz.yahoo.com Advanced Micro Devices, with about 18 percent of the market for microprocessors, the brains of personal computers, said the price cuts range from 7 percent to 52 percent for processors that go into laptop computers. For desktop PCs and servers, the cuts range from 11 percent to 32 percent. Looks like less market share and lower prices may make AMD's end of quarter earnings a little less than expected. If it weren't for Hammer, I'd really be bailing out of the stock right now. wbmw

To: Monica Detwiler who wrote (81088)	5/30/2002 5:06:20 PM
From: ptanner	Respond to of 275872

From the posted article: "We expect Intel to dust off its tactic of using high margins in segments that AMD can't address to subsidize aggressive pricing in markets where AMD is competing," Osha said. Simply put, AMD has less of a cushion to fall back on. The last line seems odd to me as isn't AMD participating in more market segments than they have in the past? AMD has products available for all notebook ranges, desktop (except top end), and low-end server/workstation. What past period is Osha contemplating or is he just trying to make a statement? -PT