Formerly About Advanced Micro Devices Message Board

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tejek who wrote (107730)	4/25/2000 1:50:00 AM
From: 5dave22	Read Replies (2) of 1574187

Ted, My only point is now AMD has cash, they need to reinvest. Now they have a solid position, a name and credibility, they need to capitalize. I think this very moment is important because we don't know what Intel is coming out with. There is NEVER a bad time to advertise. Jozef brought up promotional placement, this is crucial also. But it doesn't establish a brand. Here's my opinion on your friend (who I believe is the minority). Even NOT knowing the innards, if he saw two Compaqs for $1,500 with the same specs - one with an AMD, one with an Intel - he'd choose the Intel. Probably even an Athlon vs a Celeron. That said, a similar Athlon vs Pentium - the Athlon would be cheaper. Reason - the processor is cheaper. Result - lower ASP. Dave PS - I'm not married to NTAP. I made some pretty good dough on it. IMO they may be overvalued, but that won't stop people from buying it. They're volatile and will trade with the NAZ. With a 4000 NAZ, NTAP will be $80. I'm in cheap! Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next