Advanced Micro Devices - Moderated (AMD) 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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tenchusatsu who wrote (22981)	12/19/2000 8:29:21 PM
From: Joe NYC	of 275872

Tenchusatsu, I don't if you've noticed or not, but AMD has been sitting on a huge price/MHz advantage for many months now. And that "advantage" can only grow as inventories continue to build and AMD continues dropping prices through the floor. Don't you guys even wonder what impact this is obviously having on AMD's ASP, or the ultimate impact on AMD's profitability and future prospects? Or are you guys way too focused on the impact to Intel's business to notice the corresponding impact to AMD's? In oil equivalent, Intel is the Saudi Arabia, AMD is nobody, like let's say Angola. It is up to Intel to maintain production to assure price stability. The Angolas of the world always cheated on their quotas. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next