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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Paul Engel who wrote (47725)7/15/2001 3:19:26 PM
From: niceguy767Read Replies (1) of 275872
 
Paul:

"My guess is that Intel's Pentium 4 sales in Q2 exceeded AMD's AThWiper sales in Q2 - which Mad Man Sanders implied was 1/2 of the 7.7 Million
AThWiper/DooWrongs that AMD foisted on its customers."

Speaking of "foisting on customers", that's probably the only way P4's in q2 approach 4 million...and if 4 million, then P4 ASP's are likely into the toilet which can't do much for INTC ASP's...Let's see, now...AMD's ASP dropped by 15% in Q2...now a comparable drop in iNTC ASP's takes a minimum $600 million off the bottom line compared to q1, which if true, is downright frightening in its impact on q2 eps, wouldn't you think? Not just red, but BIG RED if INTC ASP's got dinged 15% in q2...unless of course INTC sold 8 million P4's in q2.
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