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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: dale_laroy who wrote (57399)	10/6/2001 1:38:02 AM
From: wanna_bmw	Read Replies (1) of 275872

Dale, Re: "by the time Northwood accounts for half of Intel's P4 volume it will have a lower ASP than the current one for Willamette." Sorry to continue clarifying, Dale, but it sounds like you're onto something, yet it still doesn't sound right. When Northwood becomes half of Intel's P4 volume, doesn't that mean that Willamette will become the other 50%? How, then, do you figure that Northwood will sell for less than Willamette. It will come in faster clock speeds, and have higher performance. I would think that this deserves a premium over any Willamette chip. I'll agree that when Northwood becomes nearly all of Intel's Pentium 4 line, then it may end up being cost competitive relative to Willamette processors today, but certainly not cheaper than Willamette processors at that time. wanna_bmw

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