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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (99783)3/24/2000 7:17:00 PM
From: Mani1  Read Replies (1) of 1571813
 
Ted Re <<Do you think AMD is having trouble moving those speed grades in the market?>>

I think it means the volume is picking up for these part. I guess you could say they would have trouble moving all the volume that is coming at the previous prices. Still these new high speed Athlons carry very high ASP's and very fat margins.

I think the fact that AMD is not cutting prices on the old ones means they see very strong demand, at the time when it is seasonally slow.

AMD is looking great, I would buy more if I did not have so much already.

Mani
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