Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: fyodor_ who wrote (18682)	11/11/2000 5:32:55 PM
From: Joe NYC	Read Replies (1) of 275872

Fyo, The increasing volumes and the stability (= lack of changes) should bring the prices down close to Intel platform. The volume of Athlon motherboards went from 1.8M -> 3.6M -> 7.2M -> ~ 9M in Q1 Another way to look at it is from the point of view of motherboard makers. They went from 750 based Slot A to KX-133 based Slot A to KT-133 based Socket A, all in a span of less than 1 year. It makes it hard for them to recoup their investments, especially since the Slot based motherboards are now obsolete. The current KT-133 will be here for some time, KT-133A is an easy replacement. And soon, we will have competition from AMD, Ali and Sis. Joe

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