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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.15-0.8%3:59 PM EST
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To: Dan3 who wrote (48531)7/20/2001 6:25:32 PM
From: kash johalRead Replies (3) of 275872
 
Dan,

You just don't get it do you???

Intel is pushing PIV's into US retail desktops.
The high end of which used to be Athlons.

Now IT WILL BE 1.6-2.0 GHZ PIV's.

In business where they have majority of biz.
They are still shipping LOTS of PIII's.
Which on the higher MHZ units will have MUCH higher prices.

AMD will get SOME relief in US retail NOTEBOOKS.

But their high margin area is under attack.

Now i know you think 1M notebook chips are "in the bag" for Q3.

But you are way off volumes as well as ASPS.

regards,

Kash
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