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

To: niceguy767 who wrote (135743)	10/11/2004 12:54:19 PM
From: g_w_north	Respond to of 275872

<Amazing the lengths Mishan and a few of his acolytes go to in order to avoid the obvious,> Are you trying to compare me to someone because I can assure you that I am not influenced by anybody on this board or off it. I have been holding AMD stock continually since 1999. I see, hear, and read the same things that you do but we all interpret them slightly differently. Nothing more, nothing less.

To: niceguy767 who wrote (135743)	10/11/2004 1:52:08 PM
From: rzborusa	Read Replies (1) \| Respond to of 275872

Niceguy, Amazing the lengths Mishan and a few of his acolytes go to in order to avoid the obvious, that being: AMD has superior product to offer across the performance gradient and at prices that are much more attrative! Yes, and at a time when Intel has reached the end of an historicaly unpresidented run. They are addicted to ASP, since they already sell ~85% of the market they don't have anyone to steal market (undercut thier own pricing) share from, particularly the bottom end. INTC needs to find a "new product' that is price compritive to restore any prospect of meaningful growth and that "new product" looks to be at least a year away and may not be competitive then, as AMD is by no means idling while INTC is scrambling in panic-stricken mode! As Doug mentioned those h1-04 parts are not gaining value from time. That intel will be selling h1-04 processors in h1-05, while cutting production, says it all.