Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.88

+0.3%

10:19 AM EST

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To: Joe NYC who wrote (34867)	4/4/2001 5:19:47 PM
From: peter_luc	Read Replies (3) of 275872

Joe, "If P4 was not very attractive 2 weeks ago, it is much further behind today. I wonder if Intel will finally fess up in their CC and tells truth that P4 has been a huge disappointment." LOL! Not at all likely when you consider today's X-Bit-Labs article "Pentium 4 expected to be #1 selling brand [5:55 am] Gavric" See xbitlabs.com "Intel finally revealed in one of its latest roadmap updates how forcefully it will promote Pentium 4 processors. The chart below depicts the share of various Intel’s CPUs in the total sales volume: Q1 Q2 Q3 Q4 Pentium 4 11% 20% 28% 36% Tualatin 0% 0% 2% 7% Pentium III 56% 47% 37% 24% Celeron 33% 33% 33% 33%" According to this Intel roadmap update the P4 should already now represent 11% of all Intel CPU sales (seems quite high, in my eyes). But they want to nearly double it to 20% this quarter. AMD's new price cuts should make this goal nearly unreachable. Peter

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