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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who wrote (71873)5/28/2002 5:41:00 AM
From: Alex Fleming  Read Replies (2) of 99280
 
Hi Steve,
No surprises here as far as desktop chip prices. These have been on the roadmaps for a number of months now. Even the server Xeon part at 2.2 Ghz comes into the $250.00 range this month. The real surprise is the mobile pricing but the fact remains is that there is almost no difference in performance between the older PIII-M and the newer P4 mobile chips so it is hard to charge a significant premium.

The key here is if the next round of P4 price cuts come sooner than expected and that all depends on AMD's ability to ramp their 0.13 micron production. There is lots of speculation that this is not going so well.

Regards,

Alex
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