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

To: andreas_wonisch who wrote (76733)	4/8/2002 7:07:41 PM
From: Robohogs	Read Replies (3) \| Respond to of 275872

Absolutely no way that AMD can break even in Q2 - warning will come during Q1 conference call. Still long and like AMD but the ASP development has me scared $hitless. Jon

To: andreas_wonisch who wrote (76733)	4/8/2002 8:16:54 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

andreas: "Speaking of Pricewatch: Since last week Athlon XP plummeted another 4% according to my model. They are now at an all-time low. If this trend continues I can't see a way how AMD will be able to hold ASPs this quarter (Q2)." Think mobile, andreas and think T-bred...Mobile portion of mix increasing very significantly, would be my guess...MP pricing analysis would tend to support such...