Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.45

0.0%

Dec 11 3:59 PM EST

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To: Michael Ohlendorf who wrote (20816)	11/28/2000 9:19:41 AM
From: niceguy767	Read Replies (1) of 275872

Michael: Think marketshare, over and over and over...Q4 target is 9 million and Q1 (typically quieter than Q4)is 9.2 million, which if successful bodes well for 28 million in Y2000 and 40 million in y2001... The market is dictating what AMD produces and its calling for heavy weighting of Durons by the looks of things...In the table you'll notice that the increase in Durons in Q1 is offset by the decrease in K6's...That can only help ASP...As well, it won't be surprising if the ASP gap between comparable INTC/AMD processors narrows as AMD's market foothold continues to grow, and any narrowing of the gap is likely to benefit AMD ASP's particularly if INTC is able to hold their line... The key is marketshare defined by 28 million in Y2001 and 40 million in Y2001 (up from 18.8 million in Y1999)...AMD is well positioned to meet these targets...In another market, such positive performance would be more warmly rewarded than with a $19 price!!!

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