Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: eplace who wrote (28252)	2/14/2001 11:31:07 AM
From: Charles R	Read Replies (1) of 275872

Ed, <If Intel tried to compete with the same amount of memory for their P4 systems they would cost an arm and now a leg.> Absolutely! If the base memory for high-end becomes 256M - not only will Intel platform cost disadvantage become more severe but it is possible that there may not be enough RDRAM capacity to ramp at any price. This is the time for AMD to nail this door shut. The buzz this quarter is that P3 sales are better than expected but P4 sales are disappointing. Chuck

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