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

To: Petz who wrote (23054)	12/20/2000 2:53:17 PM
From: Scumbria	Read Replies (1) \| Respond to of 275872

John, I like the 1.7 launch not occurring until May -- that gives AMD some breathing room. So much for all the BS about 2.0 GHz in Q2. Scumbria

To: Petz who wrote (23054)	12/20/2000 3:02:29 PM
From: Dan3	Respond to of 275872

Re: this looks like a very slow price drop rate for the P4 ... Their actual cost - labor and materials, with no allowance for rambus rebates, advertising, overhead, depreciation of capital expenditures, etc. Direct variable cost, is at least $75 and likely a little over $100 on the P4 at .18. A P3 costs Intel something like $25. Considering the discounts that must be given large customers, Intel can't really ever go much below about $250 on a published price for these parts until they get to .13 if they want to make any money (absent accounting tricks). Remember where AMD was with the K6-3 on .25 - they just weren't worth producing when the price dropped below a certain point. Dan