Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (155907)	1/17/2002 1:09:25 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

I'm sure they could have sold 8.6M units and claimed another point of market share Really? Just what makes you so sure? AMD has never produced that many Athlons, the market is hungry for processors Intel can't supply and AMD falls short. Meanwhile you're sure AMD could have produced more. Why? EP

To: wanna_bmw who wrote (155907)	1/17/2002 7:19:27 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

BMW, re: I thought the same thing, but I figured I wouldn't fault them for it. They did exactly as I would have done, and that is increase ASPs while still selling record unit volumes. I agree, and was preaching that on the AMD thread months ago. How they did it was a surprise (to me) though. They appear to have edged out of the OEM market, where higher discounts are required, and into the more profitable distribution/white box market. Although that limits the potential unit sales by cutting their marketplace in half (?), it has produced a better ASP, and is pushing them towards profitability. Congratulations to AMD on this wise move. I'm sure the 'Droids are wringing their hands over lost market share, but I would rather own a slightly smaller (revenue & unit) company that makes money than a larger company that loses money. John