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

To: Jim McMannis who wrote (22965)	12/19/2000 1:52:08 PM
From: DRBES	Read Replies (1) \| Respond to of 275872

re: "Intels ASPs have got to be in the dumper this Q..." Not according to that which is easily inferred from their recent "warning." For example they still claim to have gross (Jerry would readily agree with the choice of words) margins in the 60%+ region. I wonder just where the apparent disparity will get reconciled. Patient Regards, DARBES

To: Jim McMannis who wrote (22965)	12/19/2000 2:03:12 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Jim: "Intels ASPs have got to be in the dumper this Q..." Now that Athy has demonstrated uncontestable outstanding performance in only its first year of existence, the OEM's as well as the consumers are much more Athy friendly...The upshot of OEM and consumer increasing Athy friendliness is increasing Athy demand and firming prices in Y2001 as Athy prices and P3 prices converge to a norm...Can't be wholly discounted that Athy prices might even surpass P3 prices in Y2001...especially if Athy demonstrates its ample headroom above 1 gig conclusively in Q1 and P3 continues to sputter at 800 MHz...

To: Jim McMannis who wrote (22965)	12/19/2000 5:11:50 PM
From: TimF	Read Replies (1) \| Respond to of 275872

Intels ASPs have got to be in the dumper this Q... Unfortunately it seems AMDs may be as well. As much as we put down analysts (and they often deserve it), it seems some of them that predicted softening demand and a price war were right. AMD at least has the advantage (if it can be called that) of lower epxectations with ASP. If things stay as they are AMD can meet its profit expectations (unless you are talking about Niceguy's expectations :) but Intel might not be able to. Not that Intel will lose money or even come close but their profit growth will probably not be good. If the PC market turns around I think both stocks are bargins here (esp. AMD), but how long is it going to be until this happens? Tim