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To: Elmer who wrote (156057)1/17/2002 3:44:33 PM
From: Tony Viola  Respond to of 186894
 
Elmer, >Actually I wouldn't mind dropping this if the Droids would quit denying the obvious or at least drop the subject.

No prob with me continuing it. Either they think there is still a missing factor in there somewhere that makes everything OK, or it's the old river in Africa thing. Like Tushar said, if their ASPs went up to $90, which is a 50% gain, and if they have 90% (chuckle) yields why didn't they make money. I mean, how does it get much better than that for them? Sure, the price war, but their ASPs went up anyway. The chant now is like "gotta fix flash". Maybe that's it. All in all, AMD did beat the estimates by a lot, but for estimates to have gotten so low, things sucked major. It's like losing 30 yards on first down, gaining 20 on second, but, man, that still makes it third and 20.

Tony



To: Elmer who wrote (156057)1/17/2002 4:18:01 PM
From: willcousa  Respond to of 186894
 
I agree that the dialogue has gotten extended. But who can let quanti-speak go unchallanged?