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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.65-0.2%1:31 PM EST
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To: AK2004 who wrote (35155)4/6/2001 9:58:16 PM
From: kash johalRead Replies (2) of 275872
 
Albert,

You are not paying attention.

There was a report of grey markett 1.3Ghz Athlons going for $180.

What do you think that's doing for AMD's ASP's?

First this means that OEM's are not able to sell all they bought.

Secondly it means that AMD's OEM prices are in the dumpster.

Thirdly we know that flash is gonna suck.

Do i hear a need for faster higher ASP parts?

Do i hear a need for faster mobile parts?

I wouldn't believe the AMD BS about not needing Palamino.

It defy's logic.

And when a company's spin defy's logic - t'is time to worry.

regards,

Kash
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