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


To: combjelly who wrote (217479)11/22/2006 2:14:20 PM
From: smooth2oRead Replies (2) | Respond to of 275872
 
re: Have you been paying attention at all?

I believe so, have you? Here is what you said:

The problem is the market is shifting pretty strongly to the low end. For the consumer market, the cost is no object crowd is shrinking pretty fast. For the commercial market, that is changing also. Which means AMD has a great opportunity.

Then you give me a link that says notebook prices have been going down. Great, but doesn't mean that buyers are shifting to low end notebooks. So, you are saying that as buyers buy lower priced PC's, they are also getting less on those PC's (like XGA which is where this thread stated, or haven't you been paying attention)? Wouldn't that imply that ASP's are staying the same instead of getting lower?

Still looking for that link for your conclusion...

Smooth