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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 237.62-7.2%Nov 6 3:59 PM EST
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To: AK2004 who wrote (12295)10/9/2000 2:42:43 PM
From: Charles RRead Replies (2) of 275872
 
Albert,

<while I do believe that the soft demand is good for amd as it lets amd to gain market share it would also cause some adverse earnings effects. >

I did not mean to say that I like the soft demand conditions. I was just pointing to a silver lining in the cloud.

<And Gateway Athlons are discounted to begin with.>

In my estimation, Gateway sells more 1.1GHz Athlons than all the other players combined. I am sure AMD's ASPs at Gateway are better than at any other large OEMs (especailly Compaq, which seems to have gotten into a habit of staying mainly at the low-end). So, I think the discounting at Gateway is cool. I wouldn't ming if AMD discounts a little bit more to get Dell ;-)

Chuck
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