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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Petz who wrote (15931)10/25/2000 4:14:21 PM
From: Gopher BrokeRead Replies (3) of 275872
 
I don't think this will affect Q4 EPS but it may make it tough to get to 7.2M K7's

Intel are leaving a hole as big as a barn door in the 1.0 GHz - 1.4 GHz range. AMD are going to back up their truck. And you don't think this will affect ASPs?

Beats me why AMD bother with the Duron. Give the customers what they want - more Athlons. By all means segment the market but do it by introducing the PIV-killer Athlon V to take back the high end (if Intel ever manage to gain it).
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