Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: pgerassi who wrote (57321)	10/5/2001 12:29:41 PM
From: Pravin Kamdar	Read Replies (3) of 275872

Pete, Intel must be sitting on a boat-load of P4 inventory. They will have to murder ASPs in Q4 to get rid of these 0.18u chips as 2.4 Ghz Northwood appears this Q4 quarter. This does not bode well for AMD this quarter. Northwood, with double the L2 cache will perform very well and let Intel sell them for $500+. AMD will have to contend with $120 1.8 Ghz P4s. AMD must get to 0.13u, 512 KB cache Athlon ASAP. Pravin

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