Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: AK2004 who wrote (60603)	10/26/2001 10:07:56 PM
From: pgerassi	Read Replies (6) of 275872

Dear Thread: On PW, the price of a 2GHz P4 just fell $117 to $398. A 1.9 GHz P4 just fell $99 to $284. It seems P4 prices are dropping like a stone. Given that there are supposed to be shortages of P4s, I guess that P4 demand has all but stopped. I wonder how a cut in P4 sales QoQ would do to Intel since desktop P3s are no longer being made. Could we see red in Intel's Q4 earnings? Pete PS: There are now fewer listings for P4s than Athlon XP 1800+s. It may be that 8+ million in AMD CPU Q4 unit sales estimate may be on the low side.

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