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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.80-6.1%3:59 PM EST

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To: Joe NYC who wrote (41150)5/25/2001 1:38:01 PM
From: andreas_wonischRead Replies (1) of 275872
 
Joe, Re: Gateway has a P4 1.3 GHz for $999

Dell has an even better equipped P4 (with 17" monitor an GF2MX) for the same price:

dell.com

These prices probably already reflect the upcoming price reduction this Sunday. With the 2 GHz P4 coming in early Q3 (reiterated at yesterday's shareholder meeting), AMD will have a tough time to hold ASPs. I hope laptops and servers will help in this regard. Some major OEM design for these CPUs wins will be critical for AMD's success in the 2nd half IMO.

Andreas
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