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

To: jcholewa who wrote (20183)11/22/2000 10:15:44 AM
From: combjellyRespond to of 275872
 
"Was he sandbagging when he said y2k ASPs would be $100?"

Maybe there is a cause and effect here? There was every reason to suspect an ASP of more than $100 for Q3, but he didn't factor in VIA's proven track record of screwing over AMD.



To: jcholewa who wrote (20183)11/22/2000 1:31:26 PM
From: niceguy767Respond to of 275872
 
jcholewa:

"Was he sandbagging when he said y2k ASPs would be $100?"

Guess not...



To: jcholewa who wrote (20183)11/25/2000 2:56:09 AM
From: Joe NYCRespond to of 275872
 
JC,

Was he sandbagging when he said y2k ASPs would be $100?

Maybe he was a lot more realistic than most of us here on SI. When I construct my Excel models, I keep coming up with higher ASP, only to be "surprised" by the ASP actually reported by AMD.

I think the idea we need to keep in mind is that AMD is trying to gain market share, and to change the status quo, you need to make an offer the OEMs can't refuse.

Joe


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