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

To: dale_laroy who wrote (15946)10/26/2000 12:40:24 AM
From: PetzRespond to of 275872
 
dale, <Without the Duron in cheap systems Q4 is going to be very tough for AMD. I would look for AMD to start dumping 800 MHz Athlons into the grey market to meet their 7.2 million units projection...>

Don't worry, Athlon production cost is not more than $10 higher than Duron, but ASP is at least $20 higher at the same MHz, so this "dumping into the grey market" will result in higher profits, not lower.

Petz



To: dale_laroy who wrote (15946)10/26/2000 9:45:34 AM
From: that_crazy_dougRead Replies (2) | Respond to of 275872
 
<< Q1 2001 is when AMD will slam Intel big time >>

That sounds so similar to what people have said about every quarter this year, but so far we've missed out on a critical piece every quarter.


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