Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

Dec 22 3:59 PM EST

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To: Daniel Schuh who wrote (21823)	12/7/2000 2:40:32 PM
From: andreas_wonisch	Read Replies (1) of 275872

Dan, Re: Strange, and maybe a little scary. Vacination can be painful, I guess. If this strategy works Intel will be in a world of pain and AMD will be able to sell all produced CPUs this quarter (i.e. up to 9 million). However, I see a very negative impact on ASPs. OEMs are getting the 1.2 GHz parts probably for under $200 now. Intel is charging for their 1.5 GHz P4s with similar performance more than double the price (for OEMs; customers pay, of course, much more). Apparently AMD tries to undercut them in the high-end -- the "low end" Duron and Athlon prices stayed very firm. BTW, shipments for 1.2 GHz Athlons must have also increased much. For the first time since the release I saw them today in Germany (for ca. $350). Andreas

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