Replies to post #24525 on Advanced Micro Devices Inc (AMD)

[tecate]

Naw - it just shows you are honet and want to make money. but never fear, I think Intel will recover :)

Tecate

[KeithDust2000]

wbmw, actually, I think it is AMD that is in trouble, not INTEL. The last CC made that pretty clear to me.

[HailMary]

Prescott should be a huge disappointment for any Intel investor. If I still weren't convinced that the market had huge growth opportunities this year, I would be selling my Intel shares and using the money to buy AMD.

wbmw-

I have to give you lots of credit here for being able to change your stance. I expected you to always play the Intel side and I have always treated your comments as slightly biased in their favor, but it is nice to see you are more reasonable than I thought. Thanks for you contributions to this board. You have elevated the quality.

I haven't counted Intel out yet. I think they can remedy the problems over time, but it seems AMD has a nice window to extract a major benefit from Intel's slip ups. That pleases me as an AMD investor.

I like your idea about Intel using their superior mobile core in desktop parts. It seems like they could do well by this strategy. It isn't too late. Tell the guys in charge to get on it!

[SmallPops]

Re - "Prescott should be a huge disappointment for any Intel investor."

You have got to be kidding. There is no doubt in my mind that Intel will find a way to make Prescott a very very successful and profitable chip, look what they did with that Celeron thing.

Regards,
Smallpops

[yourbankruptcy]

wbmw, actually I think it's not that symmetric. AMD will gain another $200 mil in cpu sales, Intel will lose those $200 mil. The lower cost of Prescott and growing market demand will well over compensate those lost sales. We probably still have a win-win sutuation, at least until AMD gets 90 m right. Intel has 8 months or so to fix Prescott, they probably will invent something.

Looking at those benchamrks I think A64 price is not in danger. ASP should be very good. AMD should turn the plug and convert more of Athlon XP lines into A64.

[Ixse]

wBMW, just for laughs, here's how one yaholic characterizes you: http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687810&tid=amd&sid=4687....

Kind regards,

Ixse