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

To: Charles R who wrote (37255)	4/25/2001 8:41:56 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Chuck: I have little doubt that P4 will eat into a good chunk of Athlon retail sales. I don't see anything iffy about it, the only real questions is "by how much?" It's a complicated issue Let's say that we believe the AMD management claim that they could sell every Athlon they could make in Q1. That implies that they could have sold more. Maybe this peak is enough to absorb most or all of the P4 grab. Then again, maybe not - my point is solely that I don't see the issue as simple / clear. Duron with integrated graphics chipset should be cheaper than the cheapest Athlons with KT133A with a good margin. Yes, but not cheaper than Athlon + integrated graphics chipset with a good margin. Sure, there is a price difference, but it's minimal and likely outweighed by better branding and faster operating frequencies. -fyo