Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 219.82

+1.0%

2:37 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (23099)	12/21/2000 1:15:57 AM
From: Andrew Shih	Read Replies (1) of 275872

Joe, Looks like Compaq is blowing out those Duron machines. The 700 Mhz model (5WV254) is selling for $499 at Circuit City and Best Buy. It has only 64 MB RAM, 20 GB HD, and TNT2 graphics, but at that price it can't be beat. Toss in another 64 MB of RAM ($25-30) and a monitor and you're all set. I see the problem over the next few quarters as a demand problem for the higher end product. The $1000 PC is back, except this time, it's bringing a lot more bang for the buck. If AMD can keep their sweet spot 1-2 speed grades above Intel, it will have no problem maintaining their $80-$90 ASP once the integrated chipsets come out in full force. Heck, that low-end Compaq machine could be another $50 cheaper with an integrated graphics, modem, audio, ethernet chipset. -Andrew

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next