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

To: maui_dude who wrote (83461)	6/25/2002 11:36:11 PM
From: niceguy767	Respond to of 275872

maui_dude: "You were always a very optimistic (about AMD, but neutral on Intel) guy. What created this intense hatred toward anything-intel over that last one year ? I hope you recover your old self." No hatred for INTC...Just don't like their recent financial trends, think their product lineup is vulnerable and will slide further behind AMD's in 2003...I also think some of their non-arm's-length (paid???)spokespersons on this thread who spew FUD about AMD ignore completely the fact that INTC's demise has outpaced AMD's in the post Athy intro. period...Once again, I don't like the current trend in INTC's financials and believe INTC is exceedingly vulnerable, given a successful Hammer launch... The fact is that the cpu environment is weak for both AMD and INTC (as we will see when INTC posts its q2 results - no chance of $6.35 billion revenues imo, but a not wholly improbable chance of closer to $5 billion)...All the dribble about AMD yields with "napkin" calculations is hot air, imo...CPU demand is in the abyss, for AMD and for INTC, otherwise INTC isn't setting new 52 week lows daily...