Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: dougSF30 who wrote (12330)	10/9/2000 3:26:15 PM
From: Petz	Read Replies (1) of 275872

I think we've demonstrated the power of the Internet. Reading between the lines of the SSB report I saw: o Intel ASP's are dropping like a rock on the spot level. There's a chance they could even miss their 3% to 5% revenue growth range IMO. The fact that Celeron prices fell the most and (according to JJ), Intel increased Celeron production, may mean that Intel decided they will give up market share in the high end to AMD but not in the low end. They have at least a temporary advantage in the low end because there aren't many Duron systems out there o flash memory prices per bit are barely dropping any more. The higher density chips, where AMD sells the most, didn't drop at all. Considering that BIT GROWTH will be over 100% in the next year, I think its only a matter of time before flash memory is considered high-growth again. Petz

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