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

To: dale_laroy who wrote (39790)	5/15/2001 11:22:59 AM
From: Jim McMannis	Respond to of 275872

RE:"Perhaps they will attempt to play it both ways, slashing prices on the mobile Coppermine, while keeping margins high on the mobile Tualatin." Depends on Mhz. Maybe power consumption. If A4 can match Tualatin on both, Intel will likely rely on price cuts and "deals" to prevent loss of market share....even on Tualatin. A bloodbath will ensue. If AMD ever puts a dent in the server market. Intel will have few places to hide big margins. The astounding thing is how long it's taken AMD to get into these areas... Jim