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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.69+0.6%3:55 PM EST
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To: that_crazy_doug who wrote (46366)7/6/2001 1:34:11 PM
From: Road WalkerRead Replies (5) of 275872
 
I'm curious what the consensus is here.

Should AMD forget about market share, and manage their business towards an acceptable gross margin? Charge what they think is a fair price, regardless of what Intel is charging. They would obviously lose market share. But there are plenty of AMD loyalists, so they would continue to sell product. Maybe 35% less units with double the GM, and with lower overhead.

Sort of an Apple business model.

John
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