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

To: Charles R who wrote (13934)10/14/2000 4:02:27 PM
From: fp_scientistRead Replies (1) | Respond to of 275872
 
Charles_R,

I wanted to say that a while ago you were bitching loud in this thread about the Duron infrastructure. You were absolutely right! IMO, if the Duron have had the appropriate MB and infrastructure support during Q3, AMD would have not cut their prices aggressively and would have probably beaten eps by a wide margin, with much higher ASPs. IMO, lack of infrastructure leading to price cuts is one of the negatives that the market seems to be focusing right now.

fp


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