Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Dan3 who wrote (82637)	6/17/2002 12:02:23 AM
From: milo_morai	Read Replies (1) of 275872

Dan FYI <font color=blue>Computer Ads in the San Jose Mercury News: Circuit City- 3 laptops (2 AMD and 1 Intel) 4 desktops (3 AMD and 1 Intel) Total 5 AMD and 2 Intel Fry's Electronics- 1 MB & CPU Combo (AMD) 1 laptop (AMD) 3 desktops (2 AMD and 1 Intel) Total 4 AMD and 1 Intel Office Depot- 5 desktops (4 AMD and 1 Intel) 2 laptops (AMD) Total 6 AMD and 1 Intel The only Intel House is Best Buy- 8 desktops (Intel) 3 laptops (2 Intel and 1 AMD) Total 10 Intel and 1 AMD All in all there are more AMD systems being advertised and 3 out of the 4 computer advertisers had more AMD systems being advertised than Intel ones. In fact, the biggest computer seller of them all (Fry's Electronics) advertised 4 AMD systems and only one Intel system. Companies advertise what is going to sell so that they get the most for their advertising dollars. I have been watching the papers every week and this AMD trend has been ongoing for a couple months now. I tend to think that ASP's are going to be flat to down, however, I am starting to believe that processor volumes for AMD in Q2 will be at least flat from Q1. If so, AMD could very well turn a profit this quarter. Whether the profits start in Q2 or Q3, the red ink is behind AMD. It is all green from here! Yeah baby!!!! by: Bull449 messages.yahoo.com

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