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

To: jcholewa who wrote (46365)	7/6/2001 1:49:02 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

ASP's are still higher then AMD had with K6 line. AMD has to keep volume up to keep Infrastructure Moving. Athlon MP and Palomino for desktop are delayed IMO until demand for CPU's increases. Then AMD can bring ASP's back up to 95 to 100. I still believe AMD is playing it smart by not continuing to release higher speed grades at this time. Intc is wasting product launches in a vain attempt to stimulate greater demand. INTC will loose long term IMO by shooting their wad early. M.