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

To: Joe NYC who wrote (18510)11/10/2000 1:04:26 AM
From: PetzRespond to of 275872
 
Joe, <80% in Q3 were 1 GHz or higher.>

This was said at the analyst conf today. Yes, definitely not in sales. I don't see the point of downbinning parts. Why not mark 'em as they come out and lower the price of the high-end chips if you can't sell them all?

I mean, if Compaq says they want 100,000 800 MHz Athlon's for $100 each, why not say, "Sorry, our lowest speed is 1 GHz and the price is $110." Do you think they'll walk away?

EDIT - I think they'll say "Give us 150,000!"

Petz


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