Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

Dec 22 3:59 PM EST

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To: Road Walker who wrote (47515)	7/13/2001 1:03:42 PM
From: that_crazy_doug	Read Replies (1) of 275872

<< That was when Intel was capacity constrained, and Athlon had the MHz lead. The same conditions might not apply as we come out of this tech recession. >> Your point was that AMD had no way out. I've shown that there obviously is a way out because they've been in that pattern and broken it before. The way out is to have a product good enough to speak for itself. Obviously that may or may not happen. If it was going to happen for sure, then I'd be buying as much AMD stock as I could afford instead of sitting on the sidelines. I think their current product offerings are good enough to make them a lot of money if pc demand were to uptick today, but there is no way to know when/if demand will uptick enough for the price war to end. << Actually, the low end system prices are higher than they have been, at times, in the past. Remember free PC's (with Internet activation). >> I can build a pc today for under 400 without a moniter, that will even have good game performance. Cheap pc's are a hell of a lot more powerful relative to the applications they run now compared to those internet pc's which couldn't run games for anything and cost just as much. << It's the high end that's hurting. Can the two companies get back to pricing their fastest processors at a significant premium? That's a good question. >> I think that could be the real problem for either company, if consumers get used to spending $700 bucks on a high performance pc, do you think they'll ever spend $300 on the processor alone anymore? Especially in a day where the cpu may no longer be the most important factor of your performance.

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