Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.04

+0.1%

Dec 24 9:30 AM EST

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To: Petz who wrote (82976)	6/19/2002 6:03:51 PM
From: niceguy767	Read Replies (1) of 275872

John: "10M $50 CPUs is a terrible idea for AMD. Intel can easily afford to sell 5M of their CPUs for $30, leaving only 5M@$50 for AMD. They could still sell 25M more at $150. Of couse they would have losses, but AMD would be gone by time the FCC got involved or Intel went bankrupt." The current market seems to demand 33 million processors/quarter...If AMD decides to sell 10 million at whatever ASP it can get, there is no way that INTC can maintain the $200 ASP it requires to break even...

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