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

To: niceguy767 who wrote (46164)	7/5/2001 5:32:12 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Niceguy, Re: Almost everyone, except Paul, Mani, kapkan4u and a small group of others had any inkling whatsoever! Please... ASPs were in the toilet for some time and if you would have read Buggi's ASP analysis (as posted here on the thread), you should have been alerted. Reports about AMD losing market share in retail, a slow Athlon 4 and MP ramp and pushing back of schedules didn't help either. I'm "bearish" on AMD for some time now and I don't expect it to get better in the short-term. AMD could be in a much better situation today if management had executed better in the last few months. Andreas

To: niceguy767 who wrote (46164)	7/5/2001 5:34:59 PM
From: Scumbria	Read Replies (3) \| Respond to of 275872

niceguy, Remember two years ago when K6 ran at lower MHz (and higher IPC) than PII, and Intel built a very steep pricing curve for all speed grades above the fastest K6? Intel made money and AMD didn't. K7 rescued AMD back then. I hope they have something else waiting in the wings.