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

To: Bill Jackson who wrote (86006)	7/29/2002 10:36:20 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

Bill, Re: "Yousef, that is the way Intel wants it." That's right, Bill ... How long will investors put up with AMD continual string of quarterly losses ?? I really don't see AMD making much improvement in market share for the rest of 2002 ... This means that the only way for AMD to make any money is to: 1) Increase ASP's - Highly unlikely ... In fact the opposite will occur. 2) Turn around in demand - Not in AMD's control, very risky to count on. 3) Cut expenses/costs - This will take headcount reductions and could work temporarily. This could lead to a further 50% reduction in AMD share price, IMHO. Make It So, Yousef