I have not seen a Celery at price parity in stores yet.
Michael, you are not looking closely. The Celeron systems I've seen advertised over the last couple months are absolutely at price parity. Most are priced perhaps $50-100 above AMD systems (but I've seen some equal and lower), but these ALWAYS include 64MB of memory (vs. 32MB in the rock bottom AMD systems), and larger HDDs.
Also, your ideas sure run solidly against all the data gathered for January and February. Unit sales in retail are off greatly, but what has been selling has been AMD, not Intel.
You may be right on this, or your data may be off. I believe INTC has, without a doubt, taken back significant share form AMD at the low-end. AMD data seems to point this way. In a week or two, I'd guess INTC will corraborate. But I wouldn't expect you to believe whatever they say anyway <ggg>.
On a different topic, I know you are a total bear on SCH and EGRP. I also feel they are overpriced, but would never buy puts in front of a freight train. Have you looked at NDB and SWS? Both have recently had very strong earnings, but seem way undervalued relative to their peers. Thanks in advance.
Gary
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