Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

Jan 7 3:59 PM EST

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To: survivin who wrote (65354)	12/10/2001 6:18:48 PM
From: niceguy767	of 275872

survivin: INTC has no choice...The P4 is their only response to the superior price/performing Athlon XP...INTC needs to keep Athlon XP out of the North American marketplace to protect its future... The interesting potential upshot of the $$$'s that INTC is throwing at infrastructure is that those who don't buy into the exclusive Athlon XP clause are likely to fare much better with the margins that are obtained by selling Athlons...We've already seen a firming in Athlon pricing vis a vis P4 and by "locking out" vendors from selling Athlons in North America, those who do may just end up with increased demand from the informed consumers in the NA market...Systemax, now no. 5 may just be a prime example of what any Athlon lock out strategy might reap for those who choose not to play INTC's game...

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