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: Joe NYC who wrote (37009)	4/22/2001 11:23:16 PM
From: kash johal	Read Replies (4) \| Respond to of 275872

Joe, The 1.7Ghz at $350 is bad news for everybody. For Intel they are finding nobody wants to pay a huge premium these days. The days of $2000 PC's is history for high volumes. It's also bad news for AMD. With PIV's at $200-250 for large OEMS. Means that AThlon ASP's suffer. AMD will not be able to maintain a $95 AThlon/Duron ASP next quarter. I am glad i am short AMD right now. Once analysts figure this out AMD and Intel will head south. Q2 looks pretty terrible for AMD and Intel IMHO. regards, Kash

To: Joe NYC who wrote (37009)	4/23/2001 10:26:08 AM
From: jcholewa	Read Replies (3) \| Respond to of 275872

> Why do people think that Intel will have problems delivering volume of P4s? It has been hypothesized by some that there may not be enough DRDRAM to go around. So the quantity ramp of the P4 might be limited. > I don't think P4 is fundamentally flawed. In the current configuration, with current software, > it just needs at least 50% higher clockspeed advantage over Athlon to come on top. > Intel has just not been able to get that far ahead of Athlon I think that's one of the reasons, actually, why some people say P4 is fundamentally flawed. It is not built for high ipc (except for certain circumstances), and it is not capable of ramping high enough (in some peoples' opinions, that is) to achieve parity. Sure, a 2GHz P4 would beat a 1.33GHz Athlon. But a 1.7GHz Athlon would beat a 7KHz P4. Both statements are pretty meaningless since they operate outside the current bounds of the technology in practice. That said, I think it's going to all be insanely interesting this quarter. I do not have all available data here (what is Intel using to buffer their price cuts??), but it looks on the surface that Intel could regain some market share, but get unbelievably pounded profit-wise.     -JC