SI
SI
discoversearch

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 251.32-3.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dan3 who wrote (103676)10/26/2003 12:22:42 PM
From: TechieGuy-altRead Replies (1) of 275872
 
it is apparently keeping prices at the same level for Athlon 64s, Opteron 246s and Opteron 146s.

In my more than 10 years of following AMD/INTC, this is pretty much unprecedented for AMD.

Specially considering the fact that they are projecting to sell 100's of K's of the AMD64 (class) processors- we are not talking a few 10k server CPU's.

Of course, the real proof would be if the "real" pricing on pricewatch also reflects this in the next few weeks.

If so, I think this would be quite a "peek" at the future results out of AMD for the next few Q's and not unlike the opportunity of a quadrupling of share price in <6 months like we saw when the Athlon line was introduced in 1999.

TG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext