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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST

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To: jamok99 who wrote (48752)7/23/2001 2:42:33 PM
From: andreas_wonischRead Replies (1) of 275872
 
Jamok, Re: I thought your post was a very interesting 'contrarian' view to AMD's present course.

I agree. The old "market share at all costs" strategy haven't worked when AMD had a superior product (Athlon vs. Coppermine) and I doubt it will work now when they are behind in the clock-speed race. IMO AMD needs a) to grab market share where it matters (i.e. in the business market; retail is far too volatile) and b) to market their products in a way that allows them to get reasonable ASPs. But I doubt that anything will change as long as Sanders is in charge. Let's hope for AMD that he really retires at next year's shareholders' meeting.

Andreas
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