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: Daniel Schuh who wrote (21823)	12/7/2000 2:21:47 PM
From: Andrew Shih	Read Replies (1) \| Respond to of 275872

Prices: 12/5 12/7 Thunderbird 900 $168 $148 Thunderbird 950 $220 $169 Thunderbird 1000 $253 $198 Thunderbird 1100 $333 $241 Thunderbird 1200 $483 $289 Remember, however, that these are the "list" prices. The OEM prices were already much lower. This price cut is probably just moving the list price closer to the actual prices. As long as they can get the blended Athlon ASP around $180 or so, no problems at all. -Andrew

To: Daniel Schuh who wrote (21823)	12/7/2000 2:40:32 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Dan, Re: Strange, and maybe a little scary. Vacination can be painful, I guess. If this strategy works Intel will be in a world of pain and AMD will be able to sell all produced CPUs this quarter (i.e. up to 9 million). However, I see a very negative impact on ASPs. OEMs are getting the 1.2 GHz parts probably for under $200 now. Intel is charging for their 1.5 GHz P4s with similar performance more than double the price (for OEMs; customers pay, of course, much more). Apparently AMD tries to undercut them in the high-end -- the "low end" Duron and Athlon prices stayed very firm. BTW, shipments for 1.2 GHz Athlons must have also increased much. For the first time since the release I saw them today in Germany (for ca. $350). Andreas