Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.64

+6.3%

10:21 AM EST

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To: kapkan4u who wrote (36896)	4/21/2001 6:19:09 PM
From: andreas_wonisch	Read Replies (3) of 275872

Kap, Re: [1.7 GHz for $350] Very significant piece of news IMO. Don't know what to make of it yet. Keep in mind that Intel is also ending its Rambus rebate program at the end of the month, so you have to add $60 to these prices to compare them with the old ones. But I agree that with a 1.3 GHz P4 at $192 at the end of the month, AMD could be in trouble. Especially after Sanders reiterated that they still intend to undercut Intel in price at a given clock-speed. So the best solution would be IMO releasing a 1.4 GHz Athlon. BTW, do you think Palomino can keep up in clock-speed with P4? Andreas

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