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

To: Elmer who wrote (82995)	6/20/2002 2:19:06 AM
From: porn_start878	Respond to of 275872

I see you too are consoled by the knowledge that Intel suffered. Good! AMD's problems don't look so bad when you know they've been able to hurt Intel. After all, that's the real reason for AMD's existence, right? I was expecting something wiser or at least somewhat useful (like telling me how Intel's book value evolved) from the one you can be when you leave your irritation-oriented replies. Do you actually understand that I'm trying to compare two companies that has been exposed to the same conditions in the 4 last years? Intel is pulling flop after flop when trying to impose its own rules to the market. Rambus on PIII was a blind and stupid move that opened the door to VIA and to a lesser extent AMD. They're wasting their money to cheat the market by the way of over-marketing, over-investing thinking that they'll kill the bad by bleeding itself. If the no x86-64 declaration hold true at least three years then there'll probably be a disaster for Intel since they'll be pushing both on the 32-bit (office, workstation, consumer and mobile) and the 64-bit (server) then preventing the migration of the 32bit's market to the Itanium's derivatives. Where Intel is most promising is in the PocketPC market, which is, in my opinion, promised to exponential growth when combined to cell phone. I'm affraid that AMD choosed a pretty hard way by going MIPS, they'll have to push hard and fast if they want even a chance. OTOH they could try to penetrate the cellphone market before it chooses to migrate to PocketPC. But then, no big margins promised there at first. In 10 years maybe the market will need higher and lower end but by then, the speed will stay as flat as it is in the PDA-PPC market now... IOW not the main concern. blah.. blah... Max