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

To: Tenchusatsu who wrote (22981)	12/19/2000 4:06:49 PM
From: 5dave22	Read Replies (1) \| Respond to of 275872

Tench <I don't if you've noticed or not, but AMD has been sitting on a huge price/MHz advantage for many months now. And that "advantage" can only grow as inventories continue to build and AMD continues dropping prices through the floor. Don't you guys even wonder what impact this is obviously having on AMD's ASP, or the ultimate impact on AMD's profitability and future prospects? Or are you guys way too focused on the impact to Intel's business to notice the corresponding impact to AMD's?> This is very far from the truth. AMD can continue to build market share, even in a shrinking economy. Intel can not. PIII is maxed. PIV performance is questionable, and everyone now knows it. Of course the wild card is what AMD can actually come up with over the next year, and whether they are intelligent enough to market their products to the right people. I'm betting on it, but now with a very small percentage of my portfolio. <NAZ closed at 2511, ack!> Regards, Dave

To: Tenchusatsu who wrote (22981)	12/19/2000 4:37:00 PM
From: Dan3	Respond to of 275872

Re: AMD has been sitting on a huge price/MHz advantage for many months now Actually, that's not true, especially at the low end. The additional infrastructure costs AMD has faced meant that its chips effectively sold for $35 to $50 more than the prices suggested, especially in comparison to Intel pricing. That ended this week - if AMD leaves prices the same, the market (and Intel) sees a $40 price cut, while AMD revenues are unaffected. Except for the jump in sales volume. :-) Dan

To: Tenchusatsu who wrote (22981)	12/19/2000 8:19:33 PM
From: DRBES	Read Replies (1) \| Respond to of 275872

re: "Or are you guys way too focused on the impact to Intel's business to notice the corresponding impact to AMD's?" The impacts that I see are twofold: 1. AMD is very successfully buying inteL's market. while, at the same time becoming more profitable more consistently than it has ever before been historically. 2. Much of inteL's investment in existing equipment and corresponding infrastructure is relatively suddenly becoming worthless. COMMENTS? Patient Regards, DARBES

To: Tenchusatsu who wrote (22981)	12/19/2000 8:29:21 PM
From: Joe NYC	Respond to of 275872

Tenchusatsu, I don't if you've noticed or not, but AMD has been sitting on a huge price/MHz advantage for many months now. And that "advantage" can only grow as inventories continue to build and AMD continues dropping prices through the floor. Don't you guys even wonder what impact this is obviously having on AMD's ASP, or the ultimate impact on AMD's profitability and future prospects? Or are you guys way too focused on the impact to Intel's business to notice the corresponding impact to AMD's? In oil equivalent, Intel is the Saudi Arabia, AMD is nobody, like let's say Angola. It is up to Intel to maintain production to assure price stability. The Angolas of the world always cheated on their quotas. Joe