Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 248.50

-1.7%

2:42 PM EST

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To: Jim McMannis who wrote (51214)	8/15/2001 1:40:55 PM
From: combjelly	Read Replies (2) of 275872

"Mhz sells (TM McMannis). And it still holds true." But does it? If it does, then why is Intel having so much trouble selling P4s? Dunno about this quarter, but so far the P4 has consistently been running at half Intel's projections or worse. Reports have the P4 motherboard sales to have increased by 30%-50% over last quarter, which means Intel is on track for 2.2-2.7 million units, or about half of what they projected for Q3. This is despite prices being cut to the point that a 1.4GHz P4 is actually cheaper than a 1GHz PIII. And despite that, the 1GHz PIII likely sells more units than the 1.3GHz and 1.4GHz P4 combined... If MHz sells, it ain't doing the job for Intel.

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