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

To: niceguy767 who wrote (11604)	10/5/2000 3:46:07 PM
From: aburner	Read Replies (2) \| Respond to of 275872

doug, ajbrenner, niceguy Agree that from a financial point of view it might be a good decision but IMO this would mean that AMD has lied when they said they were going to release a new speed grade every 5-6 weeks. What will investors think about this action? ABurner

To: niceguy767 who wrote (11604)	10/5/2000 4:07:09 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

will build a MHz arsenal in the meantime to counter any new INTC developments if/when they transpire What I want to see is AMD making an outrageous amount of money. This idea of holding someting in reserve doesn't really make sense to me. If AMD can increase ASP with higher GHz processors then they should do so. And if it means that AMD has to ship 1.5GHz a few months before Intel then so be it. Why not capitalize on the media attention it would generate? AMD may reckon that limited quantities of higher GHz systems would damage their lower end sales, but that doesn't make much sense either, given that the majority of Intel systems are below AMDs low end now. Supply and demand should maintain AMD's "low end" ASPs for them. No, either the article has no factual basis, or I have to deduce that AMD are not as confident about their ability to ship 1.5GHz as we have been speculating.