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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.78-0.1%9:40 AM EST

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To: Bill Jackson who wrote (57626)10/7/2001 11:16:30 PM
From: kash johalRead Replies (2) of 275872
 
Bill,

re: Bribery etc.

I think you are going off the deep end here.

AMD has a lousy product right now.

The OEMS just dont want to pay a reasonable price for the chips.

As you know they have introduced the pathetic MP's and the laptop chips last quarter.

This should have boosted ASP's or worst case kept them flat.

AMD MUST be shipping parts in $30 range to have their blended ASPs drop 15% or so.

When your competition is selling parts for $150 and you are at $60 there is no cause for complaint.

AMD is lowballing prices to maintain units.

What is there about their ineptitude that you dont understand?

Kash
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