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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: dale_laroy who wrote (39544)	5/14/2001 10:44:57 AM
From: Joe NYC	Read Replies (1) of 275872

Dale, This is almost certainly the reason, but AMD is making a mistake in not offering large cache variants simply because it leaves one final high margin refuge for Intel. If AMD were to offer large cache variants, even at volumes that would not justify their production, this would be sufficient to bring Intel's large cache Xeon prices tumbling down, which would make slashing prices on desktop processors even harder for Intel. I don't see Intel's notebook prices tumbling yet. AMD has sold 500 on HSN, doesn't really yet have a vendor for Palomino (only bto) and the only credible thing coming out of all of this is the Sony Morgan notebook. Intel will be forced to lower the notebook prices when there is a potential for AMD to ship a volume of mobile chips, which is just not the case yet. A paper launch of large L2 version, like the current mobile launch would just cause a chuckle at Intel. Joe

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