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

To: wanna_bmw who wrote (82935)	6/19/2002 2:24:39 PM
From: niceguy767	Respond to of 275872

wannaB: "Niceguy, you're still missing the point, as usual. Re: "If AMD had 50% market share of a $35 billion (revenues) pie..." The pie will no longer be $35B once AMD lowers the prices and loses the margins." Sonmebody is missing the point...Will combined market cap exceed $6 billion? If yes, I haven't missed any point, if no, I think you have though...Additionally, AMD's ASP's are highly likely to increase as they increase market share, given ClawHammer superior performance vs. p4 and as AMD's mix in sever and mobile sectors increase...(I can't see any possibility of INTC's ASP's increasing in a ClawHammer successful environment, though)...