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To: Dan3 who wrote (123886)12/30/2000 3:51:57 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Alibi Dan - Re: "If it's a really brutal year, it will be easier for AMD to maintain $70 ASPs than it will be for Intel to maintain $140 ASPs. "

Don't count on it.

Cherry Sanders wants market share above all else - and the earnings and share price don't matter one twit to him.

Sanders will drop the ASPs to $65 or $60 or $55 just to gain - or maintain - market share.

Face it - you are investing in a company controlled and driven by a goof with a vendetta - and that vendetta controls his thought process - not intelligent business decisions.

Cherry has proven this time after time - and will do so again.

Paul



To: Dan3 who wrote (123886)12/31/2000 12:47:19 AM
From: Amy J  Respond to of 186894
 
Hi Dan3, RE: "If it's a really brutal year, it will be easier "

During brutal years, the strong companies get stronger and the weaker companies get weaker.

AMD did well last year. The market was strong last year.

I recall AMD didn't do so well when the market was weak.

Regards,
Amy J


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