Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Road Walker who wrote (47608)	7/14/2001 12:09:07 PM
From: that_crazy_doug	Read Replies (2) of 275872

<< You are so over the wall in love with AMD, you can't see the problem. You don't even recognize that someone is trying to be a neutral observer, attempting to figure a solution to the problem. >> What in my previous post or in any of my communications with you leads you to this conclusion? I haven't said anything positive about AMD's prospects in our discussion. I think we just disagree with what the problem is. You think the problem is AMD can't command high enough ASP's because of their marketing. I think they can't command high ASP's because the overall supply of CPU's greatly outstrips demand, and the cheaper cpus are almost indistinguishable from the more expensive ones in performance on everyday applications. It seems that I think the cpu industry is in trouble overall, whereas you think just AMD is in trouble. Maybe after Intel's earnings we'll find out which is theory is correct. << I don't think you even recognize there is a problem. >> I've sold all my AMD stock, so if that doesn't speak loudly enough to whether I feel there's a problem, I don't know what would.

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