Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joey Smith who wrote (38995)	10/11/1998 11:54:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1572993

Joey Smith: <<Still, I'll be riding the HYPE on this stock for a few thousands dollar profit ;-)>> The show is over man. There is nothing to hype about. Analysts expected a loss of ($0.10) and AMD showed them a profit of $0.01. AMD surpassed the expectation greater than 110%! Analysts now saying that $0.01 is not enough and that AMD can't compete with Intel. There you have it Joey. Analysts killed the stock. No more hypes. Even if you start hyping AMD is going nowhere. Assuming if the following good news are out: 1) AMD sign Packard Bell: Analysts response: AMD can't compete with Intel. 2) Toshiba buys AMD K6 for notebooks: Analysts response: Intel won't let AMD take more market share. 3) AMD delivers 400MHz: Damn Kumar response: But AMD yield on 500MHz is LESS THAN 1%! 4) AMD shocked the world with K7 breakthrough design: Analysts response: AMD will deliver K7 late. 5) AMD introduces K6-2-400MHz and K6-3-450MHz. Analysts response: AMD will never make any money. Die is TOO BIG. 6) AMD capture 65% of total retail market by December: Analysts response: Christmas is over 7) AMD achieves EPS= $0.40 in Q4 Analysts response: AMD has reached its peak. So go home. Screw the analysts. Sell your stock. Buy DELL. These analysts won't let you collect your profit. Maxwell

To: Joey Smith who wrote (38995)	10/12/1998 12:53:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1572993

Joey, In the interest of fairness here: maxwell, with all that market share, it's sad that AMD can't make any money. Intel has a big advantage over AMD that not many people see to realize or acknowledge. That is their historic market dominance. It has enabled them to build MANY fabs which minizes yeild problems, it allows them to get better prices for just about everything and so on. Not to mention the huge amount of cash they have on the books that they can burn through for things like stock repurchases (from employees, so really if you wanna look at it this way: salaries (ok, bonuses)). Now this could end up hurting Intel one day, but I doubt it. Intel's shear size probably nets them a 6-10% savings on all equipment and supplies.. that's a 6-10% that falls right through to the bottom line. Steve