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

To: Win Smith who wrote (35336)	4/10/2001 11:37:16 AM
From: AK2004	Read Replies (2) \| Respond to of 275872

Win fcenter.ru stated that there are at least 3 independent sources that confirmed the price cuts. Something like that should have been expected because of the low demand for p4 and even dell is not hot on marketing p4s to larger clients. The price drop for 1.7GHz is no big deal either since no one (other than intel) would be holding inventory of those. Regards -Albert ps I have to admit that the cuts are somewhat more drastic than I would have expected....

To: Win Smith who wrote (35336)	4/10/2001 12:22:03 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Win, Re: Slashing prices by 50% a week after intro seems a little bizarre. I agree, that would be a desperate move from Intel. But if these price cuts are real, AMD will have a very hard time to maintain Athlon ASPs. Even if you consider added platform costs for P4 (Rambus, expensive motherboards etc.), Athlon can't be priced that much above P4s. So if a 1.4 GHz P4 sells for $193 at the end of the month, we can expect the 1.3 GHz Athlon in the same range, probably even below. Unless, of course, AMD changes its pricing strategy. The best strategy to counter these price cuts would be IMO the release of a 1.4 GHz Athlon. Andreas