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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%3:59 PM EST
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To: Scumbria who wrote (11199)10/2/2000 8:53:08 PM
From: Andrew ShihRead Replies (1) of 275872
 
Scumbria,

At this point, there isn't a whole lot of incentive for
Moto or IBM to do that much development for Apple. The
% of revenue that Apple represents is probably < 1 % for
Moto.

What AMD needs to do now is more advertising. In the long
run, branding is far superior to pricing power. If the
AMD brand were as strong as Intel Inside, they could
command the same price premiums and far better margins.

-Andrew
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