Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.00

-2.6%

9:40 AM EST

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To: Chung Lee who wrote (11444)	10/4/2000 5:19:41 PM
From: niceguy767	Read Replies (1) of 275872

chung lee: "I can't figure out how Intel can start a price war.... One can buy 1.1GHz tbird @$646, I am sure AMD makes quite a bundle per chip there, and Intel has no ammunitions there, with the 1 GHz tbird now going for $421 vs 1 GHz coppermine of $703, what can Intel do? One can buy 1 Ghz tbird, premium motherboard (Abit/Asus) plus 128Mb memory for the same price of a coppermine, and AMD going to raise the bar again with the immenent release of 1.2 GHz, probably before the P4 even be available in limited qty. If Intel can produce enough 1GHz and price with only slight premium to AMD's, it will destroy their overall comfortable margin and Intel's stock price." Comment: Sure hope Jcholea reads this...Maybe the news is getting out that AAPL and INTC have no defence at the moment...Their ASP's are falling while AMD's are rising during the transition from K6 to K7...The upshot of the current market dynamics is favourable twofold for AMD...increasing units shipped and increasing ASP's...AMD's Q3 could catch a few of the analysts by surprise, believe it or not!!!

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