Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: AK2004 who wrote (19917)	11/20/2000 7:04:06 PM
From: Joe NYC	Read Replies (1) of 275872

Albert, right opposite, intel was far better off on November 19th. Intel built some expectations with upcoming p4 killer which were not realized on November 20th. I disagree. Prior to Nov 20th, Intel dropped out of the competition for the high end (however it is defined or perceived). Now, Intel is back in the contest. The bottom line is how many processors you sell at what prices. With P4, Intel will be able to sell few 100,000 processors in the desktop market for $500 - $600. Without P4, Intel didn't have any chip for desktop segment worht that much. In Q1, Intel will be here with a couple of million, and in Q2 or Q3, Intel's shipments of P4 may surpass Athlon. Prior to P4, AMD was in a strong negotiating position with OEMs, now it is a contest again. Joe

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