Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: f.simons who wrote (47320)	7/13/2001 2:29:01 AM
From: Petz	of 275872

Frank, That is a pretty expensive 1%! If ASPs fall to 72, what will they be when AMD gets to 30% market share? 1.1% increase in AMD market share is a 5% increase in AMD sales. Back when Mike Magee broke the story that Intel would be cutting P4 prices by 50% (just after Q1 earnings, I think), I was incredulous, but said that it would result in a quarter where AMD is breakeven and Intel had a loss in operating earnings. Making a profit in Q2 is better than 90% of other semi companies. AMD has never been stronger financially. R&D was up considerably in Q2 and won't be reduced in Q3. Sure, ASP's could have been 5% higher if AMD had foregone that 5% increase in sales, but what would the point of that be? Revenue and earnings would have been the same. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next