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

To: AK2004 who wrote (61925)	11/2/2001 7:42:42 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

Albert, We will, indeed, see. What I think I see is increased demand volume beyond what AMD can build RIGHT NOW. I think that 's going to mean minimal price cuts on the XP and MP lines over the course of the next two months along with a sell out and minimal channel stuffing at year end. Jerry said they took 72% of US Portable market. They are starting to sell those mobile chips overseas now. Ramping up the high priced chips. Increasing the ASP. Selling all they can produce Without the end quarter channel stuff. Additionally, I think Intel is about out of P-IIIs. And I still don't think they've made the P-4 case to the public. But we will, indeed, see. tgptndr