Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: fyodor_ who wrote (69048)	1/26/2002 6:48:33 PM
From: Petz	Read Replies (1) of 275872

fyo, I only partially buy the idea that "Intel is holding back on NW's because they have to sell their old P4's" If the ultimate frequency is 3 GHz by the end of the year, why not do 2.4 now, 2.6 in Q2, 2.8 in Q3 and 3.0 for Christmas? If anything, the presence of P4-2000's alongside P4-2000A's lowers demand for the former. The should have released 2.2 and 2.4 right off the bat, with 2.4's around $700 and 2.2's around $500. I think they didn't because they can't. Petz

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