Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.54

+1.5%

Nov 28 12:59 PM EST

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To: Joe NYC who wrote (70855)	2/7/2002 12:48:56 AM
From: AK2004	Read Replies (1) of 275872

Joe your interpretation is very reasonable. As an alternative amd might want to shift over to lower end of the market and keep the unit market share as is. I'd think that athlon xp would be more than adequate against Intel's celeron family :-)). Original low unit shipments of clawhammer would be a reintroduction to mid to high-end desktops that would follow by next year's sledge. Meanwhile higher mobile and mp asps would keep average asps within the reasonable range. It make more sense for amd to sell more desktop chips at lower price rather than less chips at higher price. Capacity is already there and good portion of cost is fixed. Regards -Albert

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