Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: Tenchusatsu who wrote (22981)	12/19/2000 4:06:49 PM
From: 5dave22	Read Replies (1) of 275872

Tench <I don't if you've noticed or not, but AMD has been sitting on a huge price/MHz advantage for many months now. And that "advantage" can only grow as inventories continue to build and AMD continues dropping prices through the floor. Don't you guys even wonder what impact this is obviously having on AMD's ASP, or the ultimate impact on AMD's profitability and future prospects? Or are you guys way too focused on the impact to Intel's business to notice the corresponding impact to AMD's?> This is very far from the truth. AMD can continue to build market share, even in a shrinking economy. Intel can not. PIII is maxed. PIV performance is questionable, and everyone now knows it. Of course the wild card is what AMD can actually come up with over the next year, and whether they are intelligent enough to market their products to the right people. I'm betting on it, but now with a very small percentage of my portfolio. <NAZ closed at 2511, ack!> Regards, Dave

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