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

To: Paul Engel who wrote (30699)	3/8/2001 9:38:06 AM
From: combjelly	Respond to of 275872

"Simple - if they didn't lower their price they may have foregone the entire $217 - and lost the sale to Intel. " You realize, of course, that this only makes sense if AMD is selling directly on PriceWatch. Another, more rational interpretation is that the availability of 1.2GHz processors is so high that the resellers are dropping their margin because of competition. And if 1.2GHz Athlons are common, and not anomalies like the 1.13GHz PIII, then that isn't good news for Intel, don't you think?