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: Pravin Kamdar who wrote (18397)	11/9/2000 3:54:29 PM
From: Chung Lee	Read Replies (1) \| Respond to of 275872

I don't think Jerry said in Q3 conference that the $90 ASP is for Q4 only, I think he said we can forget about that "$100 magic number" for now.

To: Pravin Kamdar who wrote (18397)	11/9/2000 3:59:45 PM
From: niceguy767	Respond to of 275872

Pravin: "We knew $90 ASP for Q4, but now we have it projected for all of 2001." Comment: Probably worthwhile reviewing last year's going forward statements...One I seem to recall was that AMD might turn out positive earnings in Y2000...Lots of guffaws when they said that...Sounds like they lowballed again this year, right across the board...ASP's averaging around $125 can't be ruled out if Mr. Sanders is correct in anticipating enormous upgrading to 1 gig and above in Y2001, and you gotta know that of the 175 million computers that are purchased worldwide in Y2001, whoever is producing at 1 gig and above should be able to sell all they can produce at a price upwards of $125!!!