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: Pravin Kamdar who wrote (35677)	4/13/2001 1:49:44 PM
From: niceguy767	Respond to of 275872

Pravin: "The new 50% price cuts will help the P4 in the consumer desktop space where buyers are unaware of the issues." The P4 needs all the help it can get by most accounts if motherboard orders out of Taiwan at 50% of target are any indicator...but it is not at all a given that INTC can repair the "P4 marketing" miscues that have already occurred...My guess is that we are very near the "crossover" point in ASP pricing of like performing processors, which, if true, means that even a 50% price cut (and the horrendous impact on gross margin) in P4 prices may not provide the boost in unit sales that INTC is seeking...More and more the 1 gig and up Athy is becoming the consumer's first choice and I suspect that the P4 may be destined to capture residual sales, or those sales when it is impossible, owing to excess demand, to obtain a Dresden Athy!!!