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

To: niceguy767 who wrote (11449)	10/4/2000 5:31:40 PM
From: jcholewa	Read Replies (2) \| Respond to of 275872

> Comment: Sure hope Jcholea reads this... I'm going to take an outside risk and guess you're talking about me. :) I'm totally aware that Intel cannot start a price war. I thought I'd made that clear in the message to which Chung replied. > Maybe the news is getting out that AAPL and INTC have no defence at the moment...Their ASP's are falling while AMD's > are rising during the transition from K6 to K7...The upshot of the current market dynamics is favourable twofold for > AMD...increasing units shipped and increasing ASP's...AMD's Q3 could catch a few of the analysts by > surprise, believe it or not!!! I have little doubt that it will. I just hope it surprises us (positively), too. -JC PS: I think we're going up now. Mood seems to have improved vastly this week, and I think MU's good Q is a strong catalyst, possibly good enough to start the first real AMD runup in many moons..