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

To: fyodor_ who wrote (18563)	11/10/2000 12:42:32 PM
From: quasar_1	Read Replies (4) \| Respond to of 275872

Theory of Relativity... Relative motherboard pricing has A LOT to say on relative processor pricing... Don't you think that situation is changing as Athy's take market share? Economies of scale and greater competition will bring down mobo and chipset prices. In the end share drives prices here. This differential will only widen as AMD grabs share. The real threat is to Intel's margins in 2001. Why is Dell warning? Is the Intel only strategy starting to hurt them? Q

To: fyodor_ who wrote (18563)	11/10/2000 1:41:39 PM
From: niceguy767	Respond to of 275872

fyodor: Thanks. Good info. Need to get those board costs down. Oh well RMBS costs will soon have to be factored in won't they, that is, assuming P4 sees the light of day as far as retail quantities are concerned!