Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: niceguy767 who wrote (9801)	9/22/2000 9:44:38 AM
From: steve harris	Respond to of 275872

niceguy, re:CNBC If AMD got mentioned, that is an unexpected revelation! I figured CNBC would be selling: "Intel screws up; world comes to end" steve

To: niceguy767 who wrote (9801)	9/22/2000 9:47:54 AM
From: DRBES	Read Replies (2) \| Respond to of 275872

re: "but it is highly likely that AMD will continue to experience increasing ASP's and increasing shipments..." VERY VERY perceptive...I wonder just where I have heard something like that before. Patient Regards, DARBES

To: niceguy767 who wrote (9801)	9/25/2000 11:53:09 AM
From: TimF	Read Replies (1) \| Respond to of 275872

Niceguy, AMD has good products now with Athlons and Durons and soon Mustang varients, and it has a growing production capability as Dresden ramps up. But what if (contrary to the expectations of most people posting here) demand for PCs does slow down? How much of a ASP hit could AMD take if demand is overestimated and all the new Dresden capacity along with the new fabs or fab expantions that Intel is working on really do cause a glut in the marketplace? Tim