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

To: dougSF30 who wrote (12351)	10/9/2000 3:35:53 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

Doug, Albert, RE:"Albert, well, but he uses the pricing error to conclude that "price cuts will be steep"..." Talk of "steep price cuts" are rarely music to wall street analysts. They are very quick to think of diminishing margin and over-supply. They are much more simple thinkers than most are here. I'd say the price cuts are in line with the introduction of new speed grades. If they are more than normal, the only way to explain it is that AMD is going for more market share. WS will not realize the costs of a Socket A T-bird and Duron is considerably less than the Classic... Jim