Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

Dec 29 3:59 PM EST

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To: peter_luc who wrote (48178)	7/18/2001 8:56:59 AM
From: Dan3	Read Replies (2) of 275872

Re: AMD in a precarious position? Intel has effectively removed PIII from the market by overpricing it and AMD can supply, at most, 30% of demand. What else could possibly happen except for more P4 sales? Dean isn't usually quite so dim. Intel used to make PIII's for $25 and sell them to OEMS for $125, now they are making P4's for $60 and selling them to OEMS for $100. This will be a tough quarter for AMD, it will be a tougher one for Intel.

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