SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.65+0.3%Dec 29 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: herb will who wrote (66667)12/30/2001 8:23:21 PM
From: combjellyRead Replies (1) of 275872
 
"Are you saying that AMD is not offering the same prices that they once offered to Gateway, HP and IBM and that’s why we are not seeing Athlon XP’s?"

Yep. Just look at PriceWatch if you don't believe it. Carefully compare the price of Athlon vs. P4 at equivalent clock rates (or even model ratings). Yeah, I know that the OEMs get a better price than what you see on PriceWatch, but the relative price is similar. Consider that the primary source of chips for the gray market (which is what PriceWatch is all about) is OEMs that dump excess stock...

There has been a major paradigm shift at AMD. I don't know why or how, but in this quarter they are competing on more than price. It hasn't been enough for them to show a profit, but it does mean that they will lose less money than they might have otherwise. Yeah, I'll grant you that this is different than they have done in the past, but different it is. I'll bet you that if you examine the price erosion of any processor that you choose to pick on PriceWatch, you will see that it has decreased by a smaller percentage than in any other quarter in the past two years. So what they are doing must be working...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News