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

To: Neil Booth who wrote (32299)	3/20/2001 8:18:36 AM
From: niceguy767	Respond to of 275872

Neil: "The Pentium III 1 GHz runs at 700 megahertz in the battery-optimized mode and will cost $722 when bought in lots of 1,000 units How much? Christ, now I know why AMD wants a piece of this action. I can't believe anyone would pay it." Imagine if Dresden incremental capacity in Y2001 of 5 million units included 50% palomino mobiles with ASP's of $400...$1.0 billion incremental revenues for mobiles alone...The revenues associated with incremental Dresden capacity throughout the rest of Y2001 may prove to be a far more valuable "reserve" to AMD than will INTC's capital investment arm in Y2001 and, in fact, may be the second most important factor in explaining the divergent directions of AMD and INTC at the moment...The first being the superior price/performance advantage of AMD's product lineup!!!