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

To: Tenchusatsu who wrote (57435)	10/6/2001 12:43:36 PM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

>Lot of good that copper process is doing for ASP, clock speed, or the stock price.< It is not the failure of the copper process that is responsible for AMD's low ASP but a combination of poor (almost non-existent) marketing by AMD, uninformed consumers, and possible Intel dirty tricks (such as, early in the launch of Athlon the rumored threats, by Intel to cut off the supply of Intel chipsets to mobo manufacturers that offered Slot-A mobos). Copper has apparently provided AMD with a significant clock speed advantage, but not nearly what could have been realized if they had made a pure clock speed play like Intel, instead of focusing on maintaining IPC. Stock price has little to do with the actual worth of a company (witness the early stock prices of the Internet stocks). Stock price has more to do with manipulation by analysts and the lemming mentality of the average investor.