Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

3:59 PM EST

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To: bacchus_ii who wrote (48413)	7/19/2001 5:58:33 PM
From: survivin	Read Replies (1) of 275872

Depend on your definition of "operation" I'm not sure it really matters. From a marketing perspective, operations should easily be portrayed as more important than mere clock speed. Kind of like a horsepower versus rpm comparison. Heck, if they throw $75 million towards the task over the next two Qs, any resulting asp rise over $5 ($4 with continued share increases) makes it very profitable. When every dollar change in asps means 2¢ per share in earnings, any measure that could have a material impact on asps must be seriously considered. Done right, the overall asp impact may dwarf the expenditures. But, are they up to the task?

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