Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chung Lee who wrote (18803)	11/13/2000 10:43:42 AM
From: Joe NYC	Read Replies (2) of 275872

Chung, I tried to come up with a scenario that would result in $90 ASP, and it is hard to come up with one. Athlons would either have to drop in price a lot (something like $20 to $30 from $180 to $190 range last Q) or the unit volume of Athlons would have to be significantly below 3.5M. Since Athlon is one are where AMD claims they have very good demand, it's hard to reconcile the $90 ASP with this. AMD should have a very good Q4, earning about $1 and the roadmap looks good until Q4 2001. Q4 2001 should be challenging if Intel can move significant percentage of production to .13u by then. But Q1 2002 should be fine, as AMD's .13u CPUs kick in. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next