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

To: eplace who wrote (76473)	4/4/2002 8:45:01 AM
From: Dan3	Respond to of 275872

Re: I tend to agree that AMD should totally begin to phase out the entire Duron type lines I think it's very important for AMD to place a minimum number of units into the market each quarter. This keeps demand strong for products from their partners. The returns to scale, and elimination of a single point of failure from high volume are important. Even if the result is a couple of million of the lower end Durons being sold near or slightly below cost - and I'd guess Duron cost to AMD is around $25 at this point. Having SiS, Via, Ali, and Nvidia all finding it worthwhile to design and sell into the Socket A market keeps the infrastructure strong.