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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: f.simons who wrote (4827)	8/13/2000 12:50:27 PM
From: steve harris	Respond to of 275872

Frank, re:margins Fair enough. I don't have any links of Intel's pricing points; just AMD saying we went as low as we could on the Xbox. I had read on the thread before, speculation of margins. Maybe Dan or Charles, or someone else. :o) They had mentioned AMD would be happy to get to $100 ASP, they're making money at $90. And they guessed Intel is running an ASP of $200. The speculation now is, can AMD increase their margins more by taking away from Intel's ASP? It definitely would be nice to know the costs of AMD's producing silicon compared to Intel's costs. We will have to wait and see. steve