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

To: Michael Ohlendorf who wrote (23053)	12/20/2000 2:19:18 PM
From: Petz	Read Replies (2) \| Respond to of 275872

PENTIUM 4 PRICES in 2001 from Mike Magee at the REGISTER: theregister.co.uk CPU 28 Jan 4 March 15 April XX May June P4 1.7 $777 $666 (Hmmm) P4 1.5 $644 $637 $594 $455 P4 1.4 $440 $420 $375 $316 P4 1.3 $410 $374 $318 $265 IMO, this looks like a very slow price drop rate for the P4 and is not realistic, especially if AMD has 1.33 in January and 1.53 before Intel has 1.7. I like the 1.7 launch not occurring until May -- that gives AMD some breathing room. Petz

To: Michael Ohlendorf who wrote (23053)	12/20/2000 2:24:11 PM
From: TechieGuy-alt	Respond to of 275872

What I still do not understand is how the only two players (Intel and AMD)in this duopoly are going against each other with such force. The started price war is truly amazing and will hurt both at the end. Wouldn't the players in a duopoly tend to secretely do some price fixing. That is what everybody would expect here, but it does not happen obviously. There must be deep hatred between Jerry and INTC ! 80% (INTC)/20%(AMD) market share split is hardly a duoply. Specially in the every fluid processor market. The problem is that INTC has too much market share for it not to be up to mischief. AMD is still below the critical threshold where companies (OEM's) can put their foot down in the face of INTC michief, by depending on AMD. Till AMD achieves 30%+ market share, and one which is more evenly divided in all segments of the market, this will remain an unstable duoply (if you want to call it that). Another issue is perception of the competition by the other party. I don't think that before the Athlon, INTC ever considered AMD a "geniuine" competitor- worthy of respect. AMD was always a "minor" iritant that they would squash at the next opportune moment. TG P.S. Plus, Jerry probably hates Intel anyway :)

To: Michael Ohlendorf who wrote (23053)	12/20/2000 2:37:34 PM
From: f.simons	Read Replies (5) \| Respond to of 275872

What I still do not understand is how the only two players (Intel and AMD)in this duopoly are going against each other with such force. The started price war is truly amazing and will hurt both at the end. Wouldn't the players in a duopoly tend to secretely do some price fixing. That is what everybody would expect here, but it does not happen obviously. There must be deep hatred between Jerry and INTC ! Michael- This is probably the most intelligent non-technical paragraph posted on either board in many months. And so simple a concept. But what we get so much of on the AMD board in particular is bragging about how cheap AMD products are compared to Intel products and why this is such a great thing for AMD. Then, AMD comes out with $90 ASPs with predictions that these will fall even further. But hey, that's OK because AMD is "building market share." Problem is, the market has shrunk so much the "share" they are lucky to pick up won't compensate for the give-away prices they are charging. I am an Intel partisan, but it truly seems to me that AMD is mostly to blame here. Their pricing schemes have been designed to reduce Intel's profitability even at the expense of their own. This, not the Athlon, is Jerry's biggest legacy. When he shot Intel in the foot, he forgot that Intel was standing on AMD's foot at the time. His hatred for Intel still intact, he does not seem to have learned that lesson yet. Frank

To: Michael Ohlendorf who wrote (23053)	12/20/2000 2:55:33 PM
From: Jim McMannis	Respond to of 275872

RE:"Then, lets pray" Good idea... Jim

To: Michael Ohlendorf who wrote (23053)	12/20/2000 2:59:55 PM
From: Jim McMannis	Respond to of 275872

RE:"What I still do not understand is how the only two players (Intel and AMD)in this duopoly are going against each other with such force" That's easy. AMD is doubling their Athlon production every quarter. Industry growth cannot absorb that without AMD displacing Intel market share. Intel doesn't want to give up share. Law of supply and demand coupled with dynamic pricing suggests prices must fall. Jim