Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

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To: niceguy767 who wrote (37091)	4/23/2001 2:58:48 PM
From: redbird	Read Replies (1) of 275872

Looks like the price war is really on. I expect CNBC analyst to trash INTC and AMD tomorrow. From SG Cowen INTC (Neutral, $30) Officially Cutting P4 Price Intel will introduce its brand spanking new top-o'-the-line 1.7GHz P4 at $352. Price point is a major departure from historic pricing strategy and represents a major escalation of the price war. Particularly troubling is the intrinsic cost of building a P4 at 0.18u - we'd expect poor margins again in H2:2001. 0.13u will not generate major volumes for at least another nine months, and even then, the cost benefits will only accrue over a lengthy learning curve. IMPACT: AMD (Buy, $27) - When AMD held its Q1 CC last Wednesday, Jerry Sanders was trying to signal to Intel that he didn't want a price war, but, evidently, INTC was not listening. IMPACT: PXLW (Strong Buy, $21) - If you want to buy a PC, wait 1 mo. and buy a 900MHz Pentium III for $500 - then use the savings to buy a flat panel display with PXLW components. - Peck Still holding AMD and waiting for cheep calls. Considering INTC Puts Redbird

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