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

To: Road Walker who wrote (47276)	7/12/2001 5:42:58 PM
From: Yousef	Respond to of 275872

John, Re: "I suppose the end game is to gain so much market share that you go bankrupt." Yes ... AMD is shipping a $20 with each processor. Now what was Albert babbling about fixed versus variable costs. <ggg> Make It So, Yousef

To: Road Walker who wrote (47276)	7/12/2001 5:51:09 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

John, <They seem to be happy here to gain market share and lose money.> They expect more of the same in Q3: biz.yahoo.com PC industry unit growth for 2001 is less than previously forecasted, and the company now believes that industry unit shipments will be approximately flat for the year. Based on a normal seasonal pattern, which would show a pick-up in market demand for PCs in the third quarter, the company expects that unit sales of its AMD PC processors in the current quarter will again be at record levels with ASPs under continuing pressure. Plus revenues will be down in Q3. Sell more, get less, but hey, AMD will sure have the market clout. Gutsy or stupid strategy, depending on your point-of-view. Let the debate continue. Tenchusatsu

To: Road Walker who wrote (47276)	7/12/2001 6:06:24 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

John, RE:"They seem to be happy here to gain market share and lose money. I suppose the end game is to gain so much market share that you go bankrupt." Just like the Japanese auto makers went bankrupt in the 70s? Jim PS: Just another senseless post.