Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: AK2004 who wrote (11044)	10/2/2000 12:07:36 PM
From: that_crazy_doug	Read Replies (3) of 275872

<< I do believe that amd would try to go faster than 1.2 is amd would manage to release p4 this year otherwise 1.2 would be good enough. >> They promised a new chip every 5-6 weeks until 1.5 ghz. I really don't think they'll back off that unless they just can't do it, regardless of what intel does. Assuming 1.2 in early/mid october, we get 1.3 in mid/late novemeber and 1.4 in late dec/early jan, with a 1.5 sometime in february. I think that's the time table they need to hit to get to the 1.5 they promised us in Q1 of next year. Also, consider the consequences of this to intel. We could potentially have a comparative product line up like this for the christmas season: Athlons 900mhz - 1.3 ghz Durons 700mhz - 900 mhz P3s 700mhz - 1.13 ghz Cele 500 - 800 mhz I'm not sure what the current price curve is, but we're probably talking about 150-400 for an athlon, 50-125 for a duron). What does intel do with prices to remain competitive? The good answer would be: nothing, just rely on the fact that AMD only has so much capacity, keep prices high, and wait for p4 in Q1.

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