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

To: EricRR who wrote (13709)	10/13/2000 12:45:59 PM
From: that_crazy_doug	Read Replies (2) \| Respond to of 275872

<< If AMD can deliver the volumes that would be great. GHz as sweet spot. Intel and especially dell are in big trouble. Although I can think of a way for Dell to fix the problem :) >> One point that Elmer always used to pound home. Do we want intel to be in trouble or do we want to make money? I'd love to see a ghz floor, but there's no reason we shouldn't be able to move up the ASP when we've got a 200 mhz advantage (and could probably push it up to 3-400 mhz).