Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.03

-0.4%

12:36 PM EST

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To: Cirruslvr who wrote (46296)	7/6/2001 2:00:00 PM
From: Charles R	Read Replies (1) of 275872

Cirruslvr, <It has been said AMD's 1.2GHz is competitive with Intel's 1.7GHz. Well from a business perspective, that doesn't amount to ANYTING unless AMD's 1.2GHz is fetching a price close to Intel's 1.7GHz. > This is the most concise way to present AMD's desktop story going forward. AMD, on desktops, is going to be relegated to desktop low-to-mid range going forward. Currently AMD is selling 1.4Ghz parts at the same ASP as Intel's 1 GHz PIII (if not lower). Unless corporate penetration happens, it is "high-end game over" for AMD on the desktop side. The only hope for 2001 for high-end dollars is in the laptop segment. Chuck

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