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

To: wanna_bmw who wrote (85538)	7/23/2002 12:12:38 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: By the of the current, third quarter, Intel will be selling a Pentium 4 chip running at 2.8 gigahertz, compared with We'll have to see what AMD has at the end of the third quarter. Meanwhile, AMD seems to be doing a lot better job of supplying their just released 2200+ than Intel is managing supplying their 2.53 chip that was released a month earlier. Yield issues? Binsplit Issues? Intel would prefer to sell cheaper chips, so they're holding back the expensive ones till the price goes down?

To: wanna_bmw who wrote (85538)	7/23/2002 1:38:15 AM
From: Mani1	Read Replies (2) \| Respond to of 275872

Re <<AMD is in for a world of hurt>> And Intel is doing so well. You seem to be more concerned about AMD doing bad, than Intel doing well. Isn't that a behavior reserved for AMDroids? Both AMD and Intel are in a terrible situation, just awful. Lots of capacity which is depreciating and must produce in excess of what the market needs. There is an over capacity for a commodity that the market does not pay any premium for high end, and low end pricing model is not enough to sustain historically high margins. AMD is bleeding cash and Intel is way too expensive considering the fundamentals. AMD will do OK if Hammer is a home run, Intel does not even have that going for it. Mani