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

To: Charles R who wrote (46373)	7/6/2001 2:04:28 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Charles, I see allot of things correctly. PAGE, ARCH, WLINK, I saw the one-way wireless collapse. I saw the WCOM, T collapse coming. I saw Nortel, Tellabs, Harmonic collapse coming. But that's not relative here is it. I have many family in Intel, so I know what's coming from INTC, but it's not prudent to share all I know. You assume too much about me to say I fail to see anything. My 28 Billion in revenue company hasn't been buying any new PC's for over 15 months now. Retail is only sector really buying CPU's at a decent rate. I disagree respectfully that releasing higher speed grades at this time would really help ASP that much. I do want to see the releases before school starts. As for costs between duron and athlon It's not a great deal I'm sure 100mm^2 vs 120mm^2 saves some per wafer, but possible better yields with smaller L2. What is your ASP prediction average from Jerry this Q? M.