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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: Road Walker who wrote (56567)9/27/2001 6:22:05 PM
From: dhellmanRead Replies (3) of 275872
 
John Fowler re:"Good spin"; yes I can see it perceived in that way,
but what I'm wondering is if AMD finally drew a line in the sand on margins. Terms, marketing co-op and discounts all eat your margin. I will be paying close attention to the conference call spin on ASP and market share going forward.

dave
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