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

To: that_crazy_doug who wrote (77587)4/17/2002 10:05:55 PM
From: Dan3Respond to of 275872
 
Re: Hi. I'm reality. I don't believe we've met.

Hmmm. Note that I don't claim to expect them to maintain $60 ASPs in Q4, the point is, they don't need to.

AMD is OK with sub $50 ASPs if its strategy pans out. I wonder what the numbers boys at intel are punching into their spreadsheets these days, when they try to figure out how to maintain their present cost structure now that AMD is fielding ordinance in the desktop, mobile, and server theaters?


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