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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Maverick who wrote (10558)	9/28/2000 2:49:56 PM
From: niceguy767	Respond to of 275872

Maverick: What if...Q3 indicates falling ASP's for INTC...What if...Q3 indicates rising ASP's for AMD...What if...Q3 semi results, in general, indicate continuing strong PC and flash demand for the foreseeable future...Any chance, then, of a price realignment...I'm thinking majorly so!!!

To: Maverick who wrote (10558)	9/28/2000 4:22:41 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

Re: viewers like VLSI's Hutcheson see potential slowing as corporate buyers wait for the arrival of the Pentium IV Intel have a huge marketing problem at this point. If they could manufacture P4 in any kind of volume then they would be phasing out Celeron, positioning P4 at the top end and moving P3 to mid and low end. As it is, there are high expectations for P4 and I can't see Intel satsifying P4 demand for at least six months. What happens in the meantime? Do people who want a 1.4 GHz P4 and can't get hold of one opt for a 1.0 GHz P3 or do they perhaps go for a 1.3 GHz Athlon? Also it is inevitable that P4 will impact the ASP of P3 - who wants to buy last years model? But because Intel does not have time to build up inventory for a full-blown launch, P4 will not be shipping in sufficient volume to maintain the average ASP. Unless Intel has a big stockpile of P4s, mobos and RDRAM they are screwed. But there again, the current P4 stepping is already replaced, so what OEM will want to buy obsolete goods? Things could get really ugly for Intel IMO. It doesn't help AMD, of course because Intel's hearse will just squidge them as it drives by :^(