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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: StockMan who wrote (38521)10/6/1998 10:55:00 PM
From: kash johal  Read Replies (2) | Respond to of 1586131
 
Stockpest,

Did you short AMD yet and buy more Intel.

Regards,

Kash



To: StockMan who wrote (38521)10/7/1998 1:34:00 AM
From: Petz  Respond to of 1586131
 
Stocky, your reasoning is faulty. Given
that at $100 ASP AMD is break even, and next Q's ASP is
expected to be $100 which will also make it near breakeven.

True if volume remains the same, but it will rise another 25-35%. And who says ASP will remain the same? Did you listen to the CC?

Petz


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