Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

3:59 PM EST

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To: Paul Engel who wrote (39470)	5/14/2001 2:30:29 PM
From: TimF	Read Replies (1) of 275872

Re: ", I suspect that AMD's pretty happy with the mobile margins that they're looking at. " We'll see how long that lasts. I imagine prices for mobile Athlon's will have to come down as Intel responds with its own price cuts, but I don't think that Intel is going to want to cut prices and margins on its mobile chips enough to keep the introduction of mobile Athlon's from increaseing AMD's overall margins. I think (and hope) that Intel cares more about making money selling mobile chips then it cares about blowing up its margins defending every % of market share. Tim

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