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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.25-3.1%Jan 6 3:59 PM EST

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To: stribe30 who wrote (34839)4/4/2001 8:13:34 PM
From: niceguy767 of 275872
 
stribe30:

"AMD slashes Athlon prices"

Nice to have so much demand and headroom at the top end that margins can be reduced across the board without affecting ASP owing to the lopping off at the bottom end of low priced processors(i.e K6's are all but gone as are Athys under 700 MHz) and introducing new product at the top end to offset any margin erosion from the price cuts(i.e 1.3 and 1.33 gig Athys)...

Looks like AMD is serious about raising the entry bar to 1 gig real fast...

Wish Goutama were running his contest...I'd sure love to see a cross section of entries...Jozef got me thinking with his optimistic $0.68 eps that, indeed, $0.32 may be more off the mark than anyone here would care to venture!!!
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