Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Cirruslvr who wrote (13561)	10/12/2000 9:46:39 PM
From: Charles R	Read Replies (4) of 275872

Cirruslvr, <TCWO's pricing might be an indication we will see a 1.3GHz Athlon soon, at least I hope so if those prices are accurate. > I think this may have to do with the delayed P4 ramp than anything else. <I don't feel comfortable if the $492 price is correct for 1.2GHz and 1.2GHz is the top speed for Athlon (desktop) this year.> I think we will not see 1.33 until mid-Novemeber or even late-November. So, there will be a month or so when AMD will not have any part over $500. Chuck P.S.: The upside is that, this price move should put enormous pressure on the guys focussed on corporate systems to add some AMD to the mix. How do you justify buying a 733 or 800MHz PIII for $1500 when they can get a 1.2G Athlon for $2000? Assuming the $1500/$2000 numbers I am guessing are representative of comparably equipped systems, it will at least make a lot of MIS types stop and think.

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