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

To: fyodor_ who wrote (37360)	4/27/2001 2:16:56 AM
From: Charles R	Read Replies (1) \| Respond to of 275872

fyo, <I was challenging your assertion that Durons will suddenly explode in popularity> Those are all your words. I said nothing of that sort. <I am not saying that any of this is "bad". All I'm saying is that the flatness of the curve, along with the extremely small premium on Athlons over Durons will naturally push demand towards the former. Especially since AMD has zero branding of the Duron name, whereas the Athlon name has finally achieved some level of branding.> I was simply pointing out that the integrated graphics chipsets enable cost points that have not been achieved by any K7 family chip. Having systems at $399 and $499 should help AMD pickup decent chunk of incremental business. Chuck