Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: f.simons who wrote (113660)	10/15/2000 1:36:47 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: AMD appears to think that big mhz leads and give-away prices are the way to go. Frank, Dresden is approaching half AMD's production capacity now and the chips from there are priced at 200% to 500% current ASPs. 2 to 5 times current average prices hardly constitutes give-away prices. From Intel's perspective, with 1GHZ being, at a guess, the fastest 5% or so yielded it may be cheap, but for AMD 1GHZ represents mid-range - so that pricing is, if anything, too high. Regards, Dan