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


To: Joe NYC who wrote (19955)11/21/2000 9:38:50 AM
From: Daniel SchuhRead Replies (1) | Respond to of 275872
 
Joe, I have the opposite take- $350 premium for a P4 seems cheap. Beside the processor, you got a $200 mobo in place of a $100 one, and $200 min. DRDRAM in place of $50 worth of SDRAM. Plus, the special case, power supply, and HVAC system for the P4. I was mentally calculating that stripper Dell P4 system was close to the discounter's component cost in price, though I'm sure Dell pays less. Processor + mobo + DRDRAM puts you right at around $1k to start with.

Of course, the published price for the ghz cumine is $500 and the P4 1.4 is $600, so the mobo + RDRAM cost work out within the $350 premium. If there's PC600 RDRAM, maybe Mikey's even making a little extra.

Cheers, Dan.



To: Joe NYC who wrote (19955)11/21/2000 11:07:50 AM
From: AK2004Respond to of 275872
 
Joe
dell may get discount but it is unlikely that at this point it will pass it to consumer.
I do not argue the premium of p4 over pIII but the size and price pressure on pIII makes it unclear if intel would win anything once the numbers are added.
Regards
-Albert