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To: Andrew Shih who wrote (114495)	10/19/2000 1:14:24 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Andrew - RE: "In late Q4, early Q1 '01, it will be the 1.33 Ghz DDR Athlon versus the 1.4/1.5 Ghz P4. You can expect similar performance from the two, and the P4 will be hundreds of dollars more expensive. If the P3 1Ghz is selling at $500, the P4 1.4 will sell at around $800 and the P4 1.5 may be at $1000. Add in 2 128 MB sticks of RDRAM and you're looking at an additional $350+. Toss in a motherboard, and you're looking at north of $1500 for the 1.5 Ghz version. I'm guessing $2500-$3000+ for the first P4 systems." Actually, The Register, who has historically been very accurate with processor pricing, says the 1.4GHz P4 will sell for something like $650 and the 1.5GHz for $830. And Intel will be sending $70 bucks back to OEMs this Q for selling a P4 system. $2500-3000 is normal for high-end of market, which P4 will start at.

To: Andrew Shih who wrote (114495)	10/19/2000 3:44:50 AM
From: Paul Engel	Respond to of 186894

Andrew - Re: "Does it change the fact that the new Tbirds spank the P3? " The Tbird "spanks" the P3 ? Oh.....how utterly juvenile. Are you potty trained yet? Paul

To: Andrew Shih who wrote (114495)	10/19/2000 3:52:01 AM
From: Paul Engel	Respond to of 186894

Andrew - re: "Remember, AMD only needs ASPs of $90-100 to make a lot of money. " Remember this, Andrew. When AMD reported last week that their ASPs had dropped to $90.66, their stock was slammed down from about $23.50 to around $18 today. So, Andrew, how much money did that little AMD f*ck up make you? Reality Check: INVESTORS DON'T WANT ASPS DOWN in the $90s - they want ASPs to GROW !! If you care about AMD more than you care about making money for yourself, I suggest you go to work for AMD for FREE. That should help you achieve your rather pointless goal. Otherwise, you're just another fool who thinks selling expensive things cheaply is a smart business practice. Paul