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Technology Stocks : Intel Corporation (INTC)
INTC 36.38-1.3%3:59 PM EST

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To: wanna_bmw who wrote (145846)10/22/2001 1:26:54 PM
From: Paul Engel  Read Replies (1) of 186894
 
Beamer - Re: "You're right that this has had a direct effect on their ASPs, but if they are really able to stuff extra processors at the end of every quarter to meet unit volumes, what's to stop them from doing that in the future?"

Absolutley nothing - since AMD values Market Share more than profits.

Note that AMD LOST $12+ on each CPU they sold last quarter at an ASP of $60+.

I'm sure AMD can sell 8+ Million CPUS at $50 ASP this quarter - for a loss of $22 per CPU and a total loss of $176 Million for Q4.

Sanders won't give a tinker's damn - he can tell all the AMDroid analysts that AMD shipped RECORD VOLUMES - remember - Sanders' is on salary - his income gets pocketed whether AMD makes money or loses MILLIONS.

Paul
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