Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (40264)	10/28/1998 8:45:00 PM
From: Paul Engel	Read Replies (1) of 1573048

Yougang - Re: " Too much bleeding already that greatly reduced AMD's profit and stalled Intel's EPS." Intel's EPS has not stalled - at $0.89/share they were UP $0.01 from a year ago and UP $0.23 from the Prior quarter. That AIN'T STALLED. Re: "Any idea how the price can be stablized? " Prices for semiconductors are almost NEVER stabilized. They almost ALWAYS follow a continual declining curve. The "trick" is to maintain ASP's or increase them. Intel is clearly doing this with a superb segmentation strategy. AMD is stuck with declining prices and increasing DIE SIZES. Paul

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