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

To: milo_morai who wrote (46346)	7/6/2001 12:18:22 PM
From: kash johal	Read Replies (1) \| Respond to of 275872

Milo, re: AMD CPU's in demand. Yup they sure are at a $70 average ASP for 1Ghz chips. Hell perhaps they can ship 10M at a $50 ASP in Q4. That should really help the stock. regards, Kash

To: milo_morai who wrote (46346)	7/6/2001 1:15:32 PM
From: jcholewa	Read Replies (1) \| Respond to of 275872

> You don't pay to advertise when your selling record shipments of Athlons, Duron's and Total CPU's as well. No, no, you don't pay to advertise when you're selling record shipments of parts at reasonable prices. If you ignore the price issue, you are doing something foolish. Price has a direct effect on demand. If AMD gave away their processors for free, they'd have all the demand in the universe! But that's totally irrelevant. What is relevant is that they have to gouge themselves in terms of pricing in order to artificially keep demand to decent levels. This is not a good demand situation. It means that people don't WANT their products unless they're nearly free.

To: milo_morai who wrote (46346)	7/6/2001 1:23:32 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< AMD isn't Advertising any products. You don't pay to advertise when your selling record shipments of Athlons, Duron's and Total CPU's as well. >> What's the ASP of these products? The Duron is selling for less then the k6 did when everyone was complaining how low the k6 was selling for. That should be pretty telling right there. If they sold all athlons for $2 a piece, I bet they could steal a huge percent of the market share and record record sales too, but I don't think that would make me any happier as an investor.