Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 257.13

+8.2%

10:07 AM EST

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To: AK2004 who wrote (12627)	10/10/2000 5:54:25 PM
From: EricRR	Read Replies (2) of 275872

IDIOTS!!!!! IDIOTS!!!!! IDIOTS!!!!!! <rant> Do these fools even read what they write!!!!??? They say: -ASPs could become a big problem. Weakness in PC demand plus increased potential for processor oversupply in Q4/Q1 is a recipe for lower ASPs, which means lower margins. ... we believe Intel is better positioned longer term in this battle... But then they predict: AMD ASP $ 88 $ 93 $99 $104 Year average =$97 Intel ASP $ 190 $ 190 $190 $190 Year average =$190 Source: Company reports and Prudential Securities. AMD's ASP's? ... UP! UP! UP! to... $104 But intel's ASP's are supposed to be steady at $190. Come on, who's going to lose in a price war? The fact of the matter is that Intel has NOT been able to segment the consumer market from the corporate market. They can't go to HP and say "sell these P3's for more to your corporate customers because they aren't buying AMD now, but sell these P3 CPU's to your retail customers for less so we can compete with AMD. Dell might obey, bet the other companies are going to take advantage of AMD's prices to increase margins. This is called competition. Analysts forget that the Infamous "celeron strategy" only works if you are the technology leader. Intel is not. And they charge more for their chips. What will happen when AMD tries to sell their extra CPU's? Either Intel's market share falls or ASP's go down, DUH! </rant>

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