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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 230.23-4.3%Nov 18 3:59 PM EST
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To: fyodor_ who wrote (37780)4/29/2001 1:05:16 PM
From: kash johalRead Replies (5) of 275872
 
fyodor,

re:"Intel can make 1 P4 instead of 2 PIIIs: (using your numbers, roughly)

Profit on 1 P4 ~ $250 - $50 = $200
Profit on 2 PIIIs ~ $300 - $60 = $240
"

I don't disagree with you on that.

However Intel is rolling around in excess capacity right now.

And folks are missing the point:

INTEL MAKES TONS OF MONEY ON PIV at $200-300 ASP's.

The big question is wether they can sell enough product.

I suspect that intel is gonna starve Celery supply.

And push PIII and PIV's.

Where PIII takes over celery cpace by year end as the "new' celeron.

regards,

Kash
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