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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: that_crazy_doug who wrote (41066)5/24/2001 4:45:52 PM
From: PetzRead Replies (1) of 275872
 
doug, I agree with you that selling AMD's top speed at the same price as Intel's top speed would be difficult at 2 GHz vs. 1.5 GHz.

But AMD, has NOT been selling 1.33 at the same price as Intel's 1.7 and I expect that to continue. Plus there is a $100 to $200 higher platform cost for the P4, so AMD 1.33 systems should not be as expensive as Intel 1.7 systems.

Personally, I don't believe we will be seeing 2 GHz P4's anytime soon, i.e., 1.4 Athlons will definitely arrive first, and possible 1.5's as well.

Petz
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