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

To: Mani1 who wrote (85556)	7/23/2002 2:01:39 AM
From: Windsock	Read Replies (1) \| Respond to of 275872

Re:"And Intel is doing so well." Just to refresh your memory, AMD booked an operating loss of $300 million on revenues of $600 million. Tthat is an operating margin of -50%. At the same time, Intel booked a profit in a tough market. Please remove your tunnel-vision blinders.

To: Mani1 who wrote (85556)	7/23/2002 2:19:57 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Mani, Re: "You seem to be more concerned about AMD doing bad, than Intel doing well. Isn't that a behavior reserved for AMDroids?" So you finally recognize the AMDroid problem on this thread? What took you so long, and why bother me with it? Isn't that a behavior reserved for the Witch Hunters? Re: "Both AMD and Intel are in a terrible situation, just awful" Yeah, I've noticed. Except the former is bleeding faster than I ever could have imagined, while the latter continues to turn a profit. To make things worse, Intel is in a position to take more market share from AMD, given its accelerated roadmap and great execution. Sorry, but I can't say I'm impressed with AMD's execution, except for the great press they've generated from the Hammer Hype Engine. I guess you haven't understood the nature of my posts, or else you wouldn't be making such asinine insinuations. I also agree that AMD may have a home run with Hammer, but earnings are a long way off, even if they do get it out the door when planned (Q1 2003, now, IIRC). According to you, Intel has nothing going for them, except that you might have forgotten the fact that they're still profitable, and that sort of helps in this environment. They've also been able to totally dominate the market with their Pentium 4 line, which everyone - including you - thought was unimpressive the first time around. My, how things have changed. Too bad you are still in the habit of defending the lame dog, while bastardizing the incumbent, or else you'd see things a little more clearly. wbmw