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 (98259)	3/13/2000 1:14:00 PM
From: Bill Jackson	Read Replies (2) of 1580837

ted, I think we were all blinded by the numbers...millions of boxes...and no-one looked at the bottom line....except AMD. Who is dissing the box? we have not seen it yet. All I have seen is some descriptions of the potential risks and some comments about Sony = no pushover. With Intel making them at MSFT expense with all development costs prepaid = no risk for Intel at all.It will be fully commoditised, so the ASP will not boost Intels ASP at all, justhe numbers, and it may well pull the ASP down. Well, Intel has loads of capacity...let them use it on low margin stuuf. AMD has a lot less free capacity and is wise to keep low ASP products to a minumum if the run the risk of displacing higher margin items. Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next