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

To: eCo who wrote (47856)	7/16/2001 5:18:56 PM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

eCo, "But we are talking about today's ASP's - ASP's that have dropped in the last quarter" You still did not get the formula: (today) == (late). ".. where no serious platform problems have existed." Again, maybe no problems have existed, but for obsolete, underperforming 100-MHz platforms, where the only incentive for OEMs was a rock-bottom AMD pricing (besides some political baggage that comes from existence of second supplier, of course). You are basing your conclusion on amateur's web publications, who are using cherry-picked free samples of boards and processors, in quantity one, with cherry-picked samples of memory, with no clues how to evaluate a PC platform. I was trying to tell you that OEMs have much more serious approach to platform evaluation. Results are well known. And you are still trying to "demonstrate fallacy" of my arguments? - Ali