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

To: kash johal who wrote (35244)	4/8/2001 10:13:34 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Kash, I have some idea how the grey market operates, I just have some doubts about the $180 price in the grey market for 1.3 is the norm, or if it happened at all. It may be just the opinion of 1 online vendor. And I have some doubts about your example of a number of 10+% markup resulting in AMD receiving $140 and consumer paying $220. The price $220 that you see on PriceWatch is from the most cut-throat vendors with the slimmest margins. I doubt they have any profit on those parts, and I am pretty sure the profit is not $20+. The price of $220 is to bring in the crowd ov visitors, and the profit is made on shipping / handling and on lower profile parts such as CD ROM, floppy, case, HD. When people build their computers, they look up good prices on motherboard and CPU, and may just go with the same vendor for the other parts, because multiple shipping charges would add too much to the price of computer if you bought every part from a different vendor. Joe

To: kash johal who wrote (35244)	4/9/2001 1:53:36 AM
From: porn_start878	Read Replies (1) \| Respond to of 275872

kash, it's awesome to see how people change their mind fast when the stock fall. So the 10 bucks drop of AMD's shares will affect their numbers? When we were at 30 everything was fine and everyone was claiming it would have strong earnings. The ONLY reliable info we have is that AMD didn't warn, Via said sales were up because of socket A chipsets and that AMD isn't going to let custumers, that had bargain flash for the whole Y2K, screw them up and not accept the fundments of a long term contract. We have 1 GHz TBirds that easily do 1.33 GHz, we have Intel selling celerons at Durons prices and selling PIII at Athlons prices... and not selling any P4, or almost paying it's customers to try to. SO? what is the thing to do? raise the frequency of the Athlon to a point Intel can't follow, and position Duron against PIII. As long as 1 GHz stay firmly over $100 what is wrong with flooding the market with 1.33... if you look at it, the more it gets close to 1 GHz, to more stable are the prices : what does-it tell you? <philo> The problem is the bubble, the absurdity that made of a 45 P/E a standard, the stupids that continued to invest in 100 billions and over corporates (I'm not talking about traders, who are just trying to feel the market, I'm talking about people that puts billions in some flying basket, that actually flies because it flied; but it'll now fall because it's falling) </sophy?> Max