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

To: Paul Engel who wrote (30663)	3/7/2001 4:46:43 PM
From: Scumbria	Read Replies (1) \| Respond to of 275872

Paul, 1.2 GigaHumpers have DROPPED AGAIN to $217 ! Very bad news for Intel. Scumbria

To: Paul Engel who wrote (30663)	3/7/2001 4:53:43 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Paul: "An AMDroid should - but won't - ask himself/herself the question - what does this DROP in ASPs for AMD's "finest" going to do for earnings this quarter?" Perhaps you could enlighten us then??? Last time I ran my numbers AMD's eps for Q1 looked like $0.40 plus, about twice the eps of INTC...Do you get numbers that differ significantly???

To: Paul Engel who wrote (30663)	3/7/2001 7:10:31 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Paul, Those price drops are making Intel sweat as they know AMD has a lower cost of production as well as a better product. Bill

To: Paul Engel who wrote (30663)	3/7/2001 8:07:30 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

One of those "affordable" Dell P4 systems with PC600 memory at $1,588 finally got tested... tomshardware.com Ouch! And not a good sign for Brookdale based P4s, either. About the same performance as an eMachine eMonster (800MHZ PIII - $799. But the emachine system has no monitor, so an equivalent price would be $999) No wonder why so many Dell P4s are returned.... Unless the sweet spot on P4 hits 2GHZ in the next few weeks, things are going to start looking pretty ugly for Intel. 6 years to the next major core update?