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

To: ajbrenner who wrote (37726)	4/28/2001 5:15:50 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

ajb they have no choice, see my prior posts about p4-2GHz at $200 Regards -Albert

To: ajbrenner who wrote (37726)	4/28/2001 5:57:45 PM
From: Pravin Kamdar	Read Replies (5) \| Respond to of 275872

ajb, Intel has set a dangerous precedent in introducing the highest speed grade of their flagship processor at half of historical levels. Once the genie is out of the bottle, it's hard to get it back in. If they are a quarter or two late in getting to 0.13u, their margins will not recover in 2H and they have a good chance at losing a bunch of money this year. I wouldn't be surprised if they have made some unit number guarantees with Samsung, and their price slashing may be to make sure they hit those numbers. If they don't, and this is just speculation, they may have to pay Samsung for their RDRAM inventory. Could get real ugly for Intel this year. Possibly as ugly as Andy Bryant himself! Pravin,.

To: ajbrenner who wrote (37726)	4/28/2001 9:25:43 PM
From: Jim McMannis	Respond to of 275872

RE:"Does anyone think Intel committed to the recent P4 price cuts before they knew that their 130nm program was in trouble? It just seems that they may have pulled the price slashing trigger just just a little to soon in an attempt to send AMD back into the red." Maybe but I think the Intel price slashing was accelerated by the loss of market share. Not just to send AMD into the red. Unfortunately for AMD, Intel holds the Mhz lead which dictates the pricing. Any lower IPC can be fudged with selected benchmarks. Jim