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

To: Dan3 who wrote (20915)	11/29/2000 12:38:35 AM
From: fyodor_	Respond to of 275872

Dan3: I've estimated manufacturing costs for the components that differ between systems made with the two chips: Interesting review - I hadn't seen it before. One thing... The price of DDR memory is somewhat fuzzy, seeing as you cannot basically buy it. ;) -fyo

To: Dan3 who wrote (20915)	11/29/2000 9:12:43 AM
From: niceguy767	Respond to of 275872

Dan3: "I think Intel has its work cut out for it in Q1 and Q2." Basic costs of P1.5(assuming no glitches) vs. Athy 1.2 of $325 vs. $210...a 55% difference...Tough obstacle to overcome in a short while as AMD knows all too well having 'til one year ago operated under the shadow of PIII...For years INTC has had the luxury of the PIII premium processor with premium pricing...All that has changed as now the Athy is the premium performance processor and costs less than the best the competition has to offer...Looks like we're entering a new market phase whereby PIII and much hyped P4 may have to operate under the shadow of the Athy!!!