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


To: Joe NYC who wrote (105840)4/15/2000 5:13:00 AM
From: Y. Samuel Arai  Read Replies (1) | Respond to of 1570721
 
Its incredible how strong the chart for AMD looks, compared to some of the other well-known names, particularly during the last 2 weeks of sell-off.

siliconinvestor.com



To: Joe NYC who wrote (105840)4/15/2000 7:02:00 AM
From: Gopher Broke  Respond to of 1570721
 
Jozef,
AMD could charge a little more if there was a serious shortage

Why a little? Memory prices doubled last year when it was in short supply. You think supply and demand will not have the same effect on processor prices? There is plenty of scope for doubling the prices of the lower end processors without affecting the overall system prices too greatly.



To: Joe NYC who wrote (105840)4/15/2000 9:26:00 AM
From: Scumbria  Read Replies (1) | Respond to of 1570721
 
Joe,

with production already running at full capacity, there is not much more that AMD can do.

With Dresden coming online, who knows what AMD's full capacity is right now?

Intel announced accelerated capital spending in order to buy up all the fab equipment, just so that AMD can't accelerate their plans to buy equipment for Dresden?

Interestimg concept!

Scumbria