Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony Viola who wrote (44792)	6/23/2001 1:36:58 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Tony, this post of your's to Comb on RB is disappointing. You know P4 is MUCH larger than T-birds. You know that INTC has to offer Rebates for RDRAM to sell P4's It's not simple math as your say. I believe Intc's ASP's are falling and AMD's are flat. Milo Here's some good replies to your posts as well. ragingbull.lycos.com ragingbull.lycos.com ragingbull.lycos.com By: Whitecliff $$$$ Reply To: 78744 by comb_jelly $$$$ Friday, 22 Jun 2001 at 10:16 PM EDT Post # of 78758 I would say that with AMD's ASPs dropping so fast, and desktop having negative growth, it's desperation time for them, not Intel. That's because they're basically only in desktops, which are suffering. AMD has to get into the notebook and or SMB server market or see their sales plummet. Lower ASPs X fewer units = smaller top line, wouldn't you say? Tualatin helps keeps the big blue thumb on AMD in those other markets. Not pretty for AMD. Intel, in the meanwhile, gets rising ASPs with Tualatin. Check this out: On Pricewatch, a 1 GHz PIII is listed at more than a 1.4GHz Athlon. A 1.7 GHz P4 is almost 2X as much as a 1.4GHz Athlon. This is pretty simple math guys.