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: jcholewa who wrote (46319)	7/6/2001 2:05:29 PM
From: Charles R	Read Replies (1) of 275872

<Duron are only in demand because AMD prices them roughly forty to forty-five percent below equivalently clocked Celerons.> Yup! Saying that Durons are in demand is one of the dumbest things I have seen in the last couple of days. It seems to me AMD shipped about 4M Durons at rock bottom ASPs - this when Fab25 is capable of supplying about 6Mu per quarter is what causes the earnings to take a dump. AMD marketing takes a part competitive with the high-end PIIIs, sells it at a discount to low-end Celerons and still can't get the demand to matchup with supply. Talk about pitiful performance!

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