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

To: kapkan4u who wrote (36930)	4/21/2001 11:11:15 PM
From: xun	Respond to of 275872

Kap, <It looks like the corporate acceptance of P4 is poor anyway. It makes sense for Intel to target P4 to retail where MHz sells and performance is not well understood.> This would be plain stoopid on Intel's part. If P4 is a dud in the corporate space and Intel wnats P4 to race with Athlon in the consumer space, would this war have a huge side effect, which is AMD would make a killing in the corporate space with HUGE price/performance advantages. All AMD has to do is to maintain the ASP above $80 for survival while Intel has to maintain its ASP at $160? $120? or even $80:^)? The only scenario P4 can kill Athlon is Intel has a BETTER price/performance wunderchip than Athlon in the corporate space during a lasting bloody war. AMD would trade at its book value while every major fund is dumping Intel into water. I am lost but I am not panic:^)