Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.57

-2.6%

Nov 11 3:59 PM EST

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To: niceguy767 who wrote (11457)	10/4/2000 6:04:57 PM
From: Chung Lee	Read Replies (3) of 275872

Niceguy, I thought, that AMD management should spell out for the analysts the cause of the current diverging fortunes of AMD and INTC/AAPL!!! Not exactly debating your point, but why should they spell out the whole enchillada again? they have guided the anlasyts and guide the analysts and guided the analysts..........., they just don't get it! In the Q3 analyst CC, Jerry already said : I think since we've got a competitive offering, and I think - we actually expect to see, as I say, on a richer mix, our ASPs improve. So, I know there's always the fear that Intel is going to just suddenly crush us, but I think that we've demonstrated that we're reasonably uncrushable. So we look on that as having a very competitive product line, we'll be introducing a 1.1GHz in volume this quarter; faster parts than that in the fourth quarter for the year end. We think that we're very well positioned against what Intel has to offer. Like I said, they just don't get it! I guess Jerry just have to show them the money on the 11th.

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