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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 242.19-1.7%3:59 PM EST

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To: Charles Gryba who wrote (51077)8/14/2001 2:49:23 PM
From: andreas_wonischRead Replies (2) of 275872
 
Constantine, Re: Let them decide what they want to sell but all athlons $100. Make All Durons $60. End of Story.

Well, that would put ASPs in the $70 range (assuming a 60:40 distribution of Durons/Athlons). But I agree that AMD has to do something instead of only reacting to Intel's price cuts. And that would be an option. But I wonder why the new price cuts are already factored in now? (the next official price cut isn't scheduled until months end, at least for Intel) Either demand is in the toilet or AMD is just stupid.

Andreas
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