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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (125921)10/12/2000 12:52:33 AM
From: chic_hearne  Read Replies (1) of 1579848
 
Ted,

My disappointment in the ASP's is due to how it shows the PC market in gereral.

IMO, lower ASP's shows the market is weak enough to force AMD to go lower in prices than they wanted to.

Just got done listening to the CC. Seems more positive than I expected. I think this is due to low expectations. Apparently, the public had thought AMD had been crushed, so meeting estimates may be seen as a big positive.

Given the beating the stock has taken, we may be headed up a little if the general market can bounce. If the Naz keeps going lower, these numbers mean nothing IMO.

chic
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