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

To: quasar_1 who wrote (18567)	11/10/2000 12:54:45 PM
From: Chung Lee	Read Replies (1) \| Respond to of 275872

The irony is the popularity of AMD chips afford the AMD motherboards makers to milk extra dollars from AMD users. Most full featured AMD MBs has only gone down 10% since intro.

To: quasar_1 who wrote (18567)	11/10/2000 1:04:06 PM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

The real threat is to Intel's margins in 2001. Maybe a big reason for Intel's higher ASPs is their server chip market. Unless AMD can eat into that space, maybe intel stays up there. Why is Dell warning? Is the Intel only strategy starting to hurt them? The consensus with Dell is that, even though they are growing their enterprise market products, specifically servers and storage, it isn't fast enough. They live in the low end, e.g., the 2-way server area vs. 4-way and 8-way where Compaq dominates. Same in storage. You could make a case in just PC for PC business in Gateway vs. Dell (Gateway doing better) but Gateway made a big splash about their Internet related products turning the tide for them. JMO, Tony

To: quasar_1 who wrote (18567)	11/10/2000 1:48:43 PM
From: Goutam	Respond to of 275872

Q, Re: < Economies of scale and greater competition will bring down mobo and chipset prices. In the end share drives prices here. This differential will only widen as AMD grabs share. > Exactly. For AMD, achieving >9M CPU unit volume this quarter is very important, even at the expense of lower ASPs. This quarter marks the beginning of higher quarterly increase of AMD X86 CPU unit sales than ever before. Volume -> more business for the mobo & chipset manufacturers -> more competition + economies of scale -> lower mobo + chipset prices -> better opportunities for AMD to be more competitive, and maintain/improve ASP in the future + better/timely infrastructure support in the future goutama