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

To: Joe NYC who wrote (82700)	6/17/2002 1:24:22 PM
From: niceguy767	Respond to of 275872

Jozef: "How do you decide if the money was spent well?" Early results are in: Since FY99, INTC's net PPE has increased by over $6 billion while AMD's net PPE has remained flat...In this same interval, INTC's revenues have declined while AMD's revenues have increased...

To: Joe NYC who wrote (82700)	6/17/2002 2:13:19 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Jozef, Re: "How do you decide if the money was spent well?" Simple. Intel's .13u process has been ramping flawlessly since last year, greatly increasing their competitiveness in the market place. Of course, you can always say, "you never know," but I think that having their process ready on time was a key ingredient to remaining profitable over the last few quarters. The money was very well spent, IMO. The fact that no one would like to admit that on this thread is pretty typical of the mind set that people share here. wbmw