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

To: Dan3 who wrote (27212)2/1/2001 11:04:48 PM
From: chuckles58Respond to of 275872
 
Intel - "They are almost certainly going to fall again this quarter and probably next as well."

Time for the analyst to reiterate his buy at $24-$27.

BTW, the latest item on the menu at the "Road Kill Cafe" is Dead Meat (P3). <ggg>
Couldn't resist.

CB



To: Dan3 who wrote (27212)2/3/2001 4:46:08 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: "As Intel lowers its prices, it has to keep in mind its need to cover the costs of 4 times as many FABs"

Intel just happens to sell >4 times the CPUs that AMD sells - in case you are completely clueless.

With ASPs at $180 - $200, Intel is doing a little more than "covering their costs".


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