Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: eracer who wrote (148447)	1/20/2005 12:39:11 PM
From: AK2004	Read Replies (1) of 275872

re:Were AMD's Athlon and Athlon XP designs defective just because pricing was significantly lower than Intel's that might have been a valid point if we would compare AMD and Intel. But we are comparing Intel single core prices vs Intel dual core re: A 3.4GHz 1MB L2 Prescott with hyperthreading is still going to sell for less than a 3.0GHz Smithfield. A 3.8GHz P4 is going to be introduced for 60% more than 3.2 GHz Smithfield. 3.73GHz EE would be inroduced for 89% more It does not look like that the margin on Smithfields in line with the rest of Intel's CPU products -AK

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