Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: kash johal who wrote (48599)	7/22/2001 12:14:55 AM
From: Dan3	Read Replies (3) of 275872

Re: if things dont turn around they could start losing $200-300M/qtr (imagine 15M units/qtr at ASP of $50 average). But not for too long. Because in that scenario Intel is selling 25M units/qtr at an ASP of $100. AMD would be losing $200M/qtr while Intel loses $1.5Billion/qtr. They'll work out some kind of wink-wink, nudge-nudge, market sharing agreement. But I think we may see a quarter or two like that first. Longer term, I continue to believe that a company organized around the notion that its business plan has to support operations that are very profitable if ASPs for CPUs are $100 is going to do better than a company that starts losing money when ASPs drop below $150.

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