Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

3:59 PM EST

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To: Bill Jackson who wrote (57394)	10/6/2001 1:28:57 AM
From: wanna_bmw	Read Replies (1) of 275872

Bill, Re: "How do we know market research accurately gets the CPUs sold to SD shops, both Intel and AMD. Seems to me Intels silence adds skew to all the numbers. Intel could be selling more and getting less money for them?" Could be. But how much do you think AMD is selling their chips for, for them to incur a 22% loss in revenue over the past quarter? Last quarter, their ASPs were estimated at $75, and margins at 35%. What do you suppose they are now? I don't care what they say: AMD's loss this quarter isn't 100% because of flash memory. wanna_bmw

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