Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Road Walker who wrote (80047)	5/14/2002 11:29:15 AM
From: Pravin Kamdar	Read Replies (2) of 275872

John, Interesting if the analyst is right about no price cuts in the 3rd quarter. That would suggest a couple of things: 1. Intel confidence in a pick up in demand (not consistent with their public statements). 2. Confidence that price isn't an effective market share weapon for AMD right now. 3. Improved GM's going into the 4th quarter, for both Intel and AMD. Or, if Intel is having bin split problems and they are not confident that they can move volume production and the sweet spot up into the 2.4 Ghz range, they would be killing their ASPs with a price cut. For the last couple of weeks, all the P4 machines advertised at retail were in the 1.6-2.0 Ghz range. Combined with the Pricewatch data, there does appear to be a problem with production at Intel. This may allow AMD to tread water in Q3. Pravin.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next