SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (123879)12/30/2000 2:45:00 PM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: That $100 mark will not be obtained by AMD

Paul, AMD does OK at $70, good at $80, great at $90, and has blowout profits at $100 ASPs (with $100 being ideal in their business plan).

Intel does OK $140, good at $160, great at $180, and makes blowout profits at $200 ASPs (with $200 being ideal in their business plan).

I see AMD ASPs somewhere between $80 and $90 this year, between good and great.

I see Intel ASPs dropping down to $140 to $160, between OK and good.

Are you still selling INTC puts?

Dan