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

To: jcholewa who wrote (39625)	5/14/2001 3:24:36 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

If they raised prices they wouldn't be selling everything they make in this market. So your remark is more stupid than mine. (No offense intended) M. "Intel's P4 sales below plan: analyst (INTC, AMD) By Tomi Kilgore CBSMarketWatch, 8:27am 05/14/01 www2.marketwatch.com Analyst Eric Ross at Thomas Weisel said shipments of Intel's (INTC) new P4 chips are "likely well below," and may force the company to pre-announce in June. Ross said in a research note to clients that a "shortfall" will probably result from "a combination of lower unit shipments, high costs and severe price cuts on P4." His sources indicate that motherboard designers are having a hard time integrating the P4 in existing boards, which may be inhibiting sales. Ross cut his estimate for P4 unit sales to 1 million from 1.5 million in the second quarter, well below Intel's plan to ship 3 million. For the year, Ross thinks Intel will chip roughly 10 million units, or about half the amount planned. Intel's stock is slipping 12 cents to $27.82 in pre-open trading. Separately, Ross said Advanced Micro Devices (AMD) is "rapidly gaining share" in desktop PCs. "

To: jcholewa who wrote (39625)	5/14/2001 4:08:48 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

JC: That's stupid (no offense intended). If AMD is selling everything they can make, then their prices should be higher than they are. Remember when the Athlon was first introduced? I certainly remember some of the rather choice comments you had for the Athlon ASPs after the first (partial) quarter of Athlon presence. I suspect AMD pricing may be decided by the same division that handles marketing. -fyo