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

To: eCo who wrote (47822)	7/16/2001 2:06:55 PM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

_eco_, "But let's look at your idea from another angle: How much were Intel's ASPs hurt by [whatever]. Wrong angle. Intel and AMD are in different leagues. My observation does not apply to the market leader, who dictates pricing no matter what. A market challenger cannot afford platform hiccups. "DDR platforms have been as solid as any new platform intro ever was." I think you need to re-visit your statement. It could be true for a low-ball PC1600 (DDR-100), but the performance was not competitive (see steps (b) and (c)). To my recollection, the DDR-266 had a lot of "instabilities". The total effect is the same - platform is late, and ASP plummets. - Ali