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To: Joey Smith who wrote (101533)3/25/2000 11:30:00 AM
From: Scumbria  Read Replies (1) | Respond to of 186894
 
Joey,

Hmmmm, AMD's ASPs might be heading south for Spring.

You might want to consider shorting AMD before the earnings announcement. (If you really believe what you are saying.)

Scumbria



To: Joey Smith who wrote (101533)3/25/2000 12:10:00 PM
From: Jim McMannis  Respond to of 186894
 
RE:"Different customer base Jim. Consumers who buy AMD chips know about overclocking!"

People who buy Celerons/Pentium IIIs don't know about overclocking? Sure they do.
Until the Athlon, the Celeron was the overclocking chip of choice. Besides, overclockers are a very small minority of computer buyers.
Some will say, just buy a Spitfire and overclock it...
I'm wondering if the Spitfire will be additionally clock locked?
Of maybe Thunderbird will be that much faster.

Jim