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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Gopher Broke who wrote (15937)10/25/2000 4:36:02 PM
From: dale_laroyRead Replies (2) of 275872
 
Without the Duron in cheap systems Q4 is going to be very tough for AMD. I would look for AMD to start dumping 800 MHz Athlons into the grey market to meet their 7.2 million units projection. Their one best hope is eMachines taking advantage of the high prices from other national vendors to capture retail market share. The problem is the lack of chipsets with integrated graphics for low end systems.

Q1 2001 is when AMD will slam Intel big time. I look for AMD to introduce the 1.5 GHz Palomino for around $749, with the 1.0 GHz Palomino priced under $150. Together with the move to DDR SDRAM for both Athlon and P-III in the high end market, this will effectively kick the P-III out of the high end. Especially since Palomino with PC1600 DDR SDRAM will clobber P-III with more expensive PC2100 DDR SDRAM in the high end of the market (at the same speed grade).
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