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

To: Bill Jackson who wrote (37226)	4/24/2001 7:22:29 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Bill: "The failure of the P-4 forced the prices of it to be lowered. The only way to move them is to dump them." Agreed...Q1 P4 shipments at 50% of plan must be a rather frightening indicator to the castle guard...Why would anyone pay a cent more for an all-in "unproven" P4 when the "proven" Athy is available??? And the answer is: They just might not, even at recently announced drastically reduced P4 pricing level...After all, the relevant benchmark for the consumer isn't the amount of the price cut, but whether even after the price cut value exists that is comparable to that offered by the competition...I, for one, would argue that the now "proven" all-in Athy system is worth a premium to the "unproven" all-in comparable P4 system...The P4 has a few more drastic price cuts ahead before it becomes a reasonable value vis a vis a comparable all-in Athy system!!!