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

To: Paul Engel who wrote (45448)	6/27/2001 3:59:11 PM
From: niceguy767	Respond to of 275872

Paul: AMD makes money with an ASP of $90...$167 certainly doesn't hurt in achieving this target...On the other hand, INTC's margins declined from 63% in q4 to 53% in q1 and based upon the P4 q2 flop look destined to drop well below 50% in q2...Ouch... Oh and AMD mobile chips can't be hurting q2 ASP either...and to think of all that revenue potential in the mobile space now that AMD has the superior price/performance offering in this space as well!!! All that rvenue potential for AMD thru the remaining portion of the year...Not a nice time at the INTC castle with eroding margins and staring at the worst quarter in their history!!!