Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.58

-1.5%

3:59 PM EST

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To: kash johal who wrote (13880)	10/13/2000 11:17:25 PM
From: dougSF30	Read Replies (2) of 275872

Selling PIV's at $300 is the equivalent to selling P3's at $100. (based on die sizes) Intel will destroy their ASPs at those prices. Of course, no one is going to want the socket-423 PIVs, considering the dead upgrade path to the Northwood, 478-pin version, due out midyear, which is the version that gets new chipset support. And what 3rd party will supply chipsets for the 423-pin 6-month-til EOL version? None of them. If Intel executes on this strategy, they might preserve marketshare, but at the expensive of slicing their revenues by 40%. That's not going to make wallstreet happy. Better to cede some marketshare to capacity-constrained AMD in hopes of catching up later in the year. Doug

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