Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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To: Jim McMannis who wrote (12354)	10/9/2000 3:48:58 PM
From: Brian B. Cole	Read Replies (1) of 275872

Re: AMD Price Cuts There are a couple ways you can look at this: AMD sees an opportunity to gain some serious market share while Intel is have High End production problems by doing the following: I) Supply Gateway,Compaq and HWP with High End chips at great prices.Here are a couple possible reasons. a) Reward these companies for carrying AMD products and get consumers to purchase 1 GHZ AMD and 1.1 GHZ AMD over Intel. b) Put some serious heat on Dell. Gateway with a 1.1 GHZ system for $1600.00 looks like a bargain compaired to Dell's High end 1GHZ PIII systems in excess of $2000.00. II) With what appears to be volume production yields on the High-End Athlon chips.. AMD can probably keep margins heavily profitable even with the price cuts.Why not get the product out there and let the consumer try it(Athlon). Just a few thoughts..

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