Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rsi_boy who wrote (18350)	11/9/2000 1:41:46 PM
From: Milan Shah	Read Replies (3) \| Respond to of 275872

I'm a bit worried, is the combined news strong enough to warrant upgrades? I share your concern. I didn't perceive a strong message at all. For me the biggest disappointment is the statement about flat ASPs, and the mention that AMD's ASPs are $90 vs $200 for Intel. The reason given for this is that AMD sees a trend towards the sub $1000 market, and so is selling even more Durons/low-end processors, which averages the ASPs down, even though they are selling more high end too. Given the recent pricing structures of Athlon range, I was hoping that AMD might make a run for status as the premiere supplier of high-end chips! In other words, position it so that "Intel inside" becomes associated with consumer product, and AMD becomes associated with serious commercial applications (commercial desktops to begin with, with 760MP try to capture the X86 workstation market, and with hammer and x86-64, go for the high-end servers), with the net result that at the end of next year, anyone thinking about buying a PC for business use will think of AMD as a premium brand. Wouldn't this be a better strategy? Or is the simple fact that they don't have capacity to support being in that role just blow a hole through this strategy? Milan