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

To: Chung Lee who wrote (18387)11/9/2000 3:24:25 PM
From: enzymeRead Replies (2) | Respond to of 275872
 
re: Why is everyone so surprised and disappointed per flat $90 ASP, didn't we already know that from Q3 conference?

One of the reasons AMD is given second class status (and P/E ratios) is that they don't know how to spin their news.

Instead of saying ASP's will be flat, they could have spun it as "We have managed to stop the ASP erosion we have been experiencing the last two quarters."

AMD does not handle the media and the analysts nearly a well as Intel (who's ASP will surely continue eroding).

'zyme



To: Chung Lee who wrote (18387)11/9/2000 3:49:01 PM
From: Pravin KamdarRead Replies (2) | Respond to of 275872
 
Chung,

We knew $90 ASP for Q4, but now we have it projected for all of 2001.

Pravin.



To: Chung Lee who wrote (18387)11/9/2000 5:36:20 PM
From: tejekRead Replies (3) | Respond to of 275872
 
Why is everyone so surprised and disappointed per flat $90 ASP, didn't we already know that from Q3 conference?

I think people were hoping that ASPs would be flat Q4 as was suggested in the CC, and then go up next year as new products came on line.

ted


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