Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 251.32

-3.2%

3:59 PM EST

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To: kash johal who wrote (35774)	4/15/2001 12:28:06 AM
From: Charles R	Read Replies (3) of 275872

Kash, <How they expect to hit these volumes using RDRAM and dual channell MB - i have no idea.> I too have been scratching my head on this one. It makes sense to ramp P4s aggressively given the excess capacity but P4s handicap is infrastructure. I can understand dropping the price of 1.3 and 1.4G P4s to even a number as low as $100 to make up for some of the infrastructure costs (no RDRAM rebates at that price) but I am baffled on why Intel wants to collapse the high-end pricing. $200 discount for platform I can understand but sub-$400 price point on the top of the line 1.7G chip is totally puzzling. The way I look at it Celeron/PIIIs can fill the $40-$150 price points and P4, adjusted for platform differential, can fill the $300-$600 price points. That leaves Athlon a comfortable play in the $40-$300 range and there is very little Intel can do to close the $150-$300 window until SDRAM based infrastructure kicks-in. Intel should thank its stars that AMD bungled Palomino all this time - with good laptop chips and higher speed desktop chips AMD may have shown some red on Intel's bottom line (in Q2). Chuck

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