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

To: Win Smith who wrote (35286)	4/9/2001 6:40:45 PM
From: Dan3	Respond to of 275872

Re: The 1.5-GHz Pentium 4 is expected to drop to the $560-$565 The 1.5 has been selling for $499 on pricewatch for several weeks now. When the 1.7 comes out, Intel's "official" price may as well go way down from the present number - it's not like they've actually been selling P4s at the listed prices... (whil AMD has never sold for anywhere near their list prices, Intel traditionally has) IMHO Intel is throwing in the towel on PIII. They've cut prices on the fastest (1GHZ) parts to well below what they used to sell Celerons for. AMD is pumping out 1.2 to 1.33GHZ Athlons so the PIIIs are relegated to what used to be the Celeron sector. Intel can only make a limited number of P4s on .18, but limited to Intel is still quite a few parts. They clearly feel they have to try to keep a substantial desktop presence above entry level, and P4 is all they have to work with. They have little use for their multi-billion dollar, fast depreciating, .18 plant - they may as well use it to make some P4s. To bad about the only-works-with-Rambus thing. Intel may have to write off $5 to $10 Billion in .18 capacity and dot.bombed investments - if they don't, depreciation on those relatively worthless investments will drag down earnings for years. They might as well get the junk off their books all at once. Regards, Dan