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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.00-0.7%Dec 4 3:59 PM EST

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To: Joe NYC who wrote (20041)11/21/2000 2:51:12 PM
From: that_crazy_dougRead Replies (2) of 275872
 
<< How do you think AMD was able to sell all the 600 - 1,100 MHz chips they could make so far? AMD provides marketing support to OEMs and some print advertising. I guess you won't be happy until you see an ad for Athlon on Jerry Springer show <g> >>

I agree AMD will be somewhat protected this quarter, but if p4 is at the same price point next quarter (on par with a 1.2 ghz ddr athlon) then AMD will be in big trouble as the volume ramps up. Now, this is a lot of speculation based on 1 offer by gateway which seems extrodinarily cheap. I don't think they'll be able to maintain this price point, but it will be big trouble if they can.
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