Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (58140)	5/14/1999 1:52:00 PM
From: Burt Masnick	Read Replies (1) of 1571774

RE:AMD is DESPERATELY trying to maintain market share ! Intel is DESPERATELY trying to maintain market share. If AMD is indeed desperate, that has dire implications for AMD. I see a vast difference between price cuts announced months, quarters and years in advance and spot market daily declines. Apparently you don't. One is part of a plan and the other is a reaction to reality "on the ground". Bottom line is that ASPs are looking scary for AMD if Kash's projections are accurate. Should make prospective lenders to AMD very eager to provide low interest terms. But that doesn't matter to you because June is 2.5 weeks away. Good investing, Burt

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