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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (88597)1/20/2000 4:28:00 PM
From: Process Boy  Read Replies (1) | Respond to of 1573216
 
Charles - <You may be sarcastic here but from where I sit, I see this as a very healthy development for AMD. >

I wasn't trying to be sarcastic, per se.

<Yeah, it would be nice for AMD to sell all it can make without cutting prices but that assumes Intel is not doing anything to defend market share.>

Yeah.

<AMD, for the first time in its history, can afford to drop prices and still grow market share while growing ASPs and profits.>

OK. Still rather have AMD supply limited rather than demand limited. Not good for overall market, IMHO. Never know what might happen price wise.

Don't have a strong feel for this yet Charles.

Your scenario is optimistic. I can think of less optimistic developments that could occur from this situation, if true,

PB



To: Charles R who wrote (88597)1/20/2000 10:35:00 PM
From: Pravin Kamdar  Respond to of 1573216
 
Chuck,

AMD, for the first time in its history, can afford to drop prices and still grow market share while growing ASPs and profits.

And if you have been reading my posts on this topic AMD is doing exactly what I think it should be doing.

I agree. With the price drops, AMD will stimulate demand for their higher speed grades. This may actually have the affect of increasing ASP.

Pravin.


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