Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: andreas_wonisch who wrote (35344)	4/10/2001 1:28:05 PM
From: niceguy767	Respond to of 275872

andreas: "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." Assuming a worldwide market of 35 million units per quarter, one would have thought that there'd be ample room for both the Dresden Athy and the P4 at the topend...After all Dresden output is somewhere around 3.5 million units leaving lots of room for the P4, as well, in the top end...INTC isn't producing enough P4's at the moment to flood the top end, so I can only conclude that the consumer has wisened up and is no longer willing to pay a premium price for an inferior product...Could be quite a while, if ever, before INTC regains its position of eminence, if these price cuts are indicative of the new order arising in the market place...