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

To: Paul Engel who wrote (18508)	11/10/2000 7:35:29 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Paul: "Re: "Incredibly positive outlook where $90 ASP's" Positive as Mr. sanders is sandbagging, imho...Positive in the sense that with respect to comparable INTC processors, there is about 100% headroom on the upside before price parity is achieved...Positive because at $90, AMD is setting revenue and earnings growth records...Tremendous upside profitability with any ASP increase from $90...ASP's have nowhere to go but up from $90...What is the most likely direction for comparable INTC ASP's given that they are currently somewhere around 100% more expensive than AMD's??? Peculiar view of laws of economics you have, Paul, if you think the price gap between AMD/INTC comparable microprocessors isn't going to narrow through Y2001...