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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.28+4.0%Feb 2 3:59 PM EST
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To: Charles Gryba who wrote (51159)8/15/2001 10:06:36 AM
From: niceguy767Read Replies (1) of 275872
 
Charles Gryba:

"If that means moving everything to P4 and sell them at cost to get them to move in this slow demand market, I guess that's the route they chose."

Two major assumptions that I question:
1. that P4 will sell at any price in the quantities planned by INTC owing to its inferior price/performance vis a vis AMD's Athy derivatives.
2. that P4's can sell at cost...I suspect that major "red" is being eaten at the current prices offered by INTC to both Dell and IBM...
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