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


To: Road Walker who wrote (51863)8/21/2001 12:24:09 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
John
re: What you have to understand is that as ASP's go up
I guess I do not and I do know what I am talking about.
re: It's enough. I've done 100's of P&L statements in my time, with various scenarios.
and as an expert you would tell me that gm goes up as asp goes up without regard for unit sales
Regards
-Albert



To: Road Walker who wrote (51863)8/21/2001 12:54:43 PM
From: bacchus_iiRead Replies (1) | Respond to of 275872
 
RE:"Do you think that if AMD abandoned their 25% discount policy, and priced their product at 5% to 10% below the Intel equivalent clock speed, that Intel would be less aggressive with their prices? "

Than, why Intel is pricing P4 1.3 and 1.4 lower than PIII 1.0

Gottfried