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Technology Stocks : Intel Corporation (INTC)
INTC 36.62-0.6%2:32 PM EST

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To: Charles Gryba who wrote (150164)11/28/2001 4:54:54 PM
From: wanna_bmw  Read Replies (1) of 186894
 
Constantine, Re: "The quantispeed athlons are selling at a slight discount to the P4 @ equivalent Mhz. Compare that with what AMD was getting for the TBirds. It's a major improvement."

When the end of the quarter comes, you can compare the volumes of Athlon XP to Athlon, and see if the price was justified. Otherwise, all you are seeing is the effect of seasonal demand for a low volume product.

Remember that AMD still expects a loss - this would imply small volumes of Athlon XP, since they are selling for more of a premium.

wbmw
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