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

To: Jim McMannis who wrote (50576)	8/9/2001 8:44:52 PM
From: stak	Read Replies (2) \| Respond to of 275872

Jim, Yes but the whole move to P4 is predicated on price, VERY low price. The highest Gigahertz hasn't prompted any meaningful demand. Moving past 2.0GHz will only exacerbate the problem of HIGH frequency(megahertz or gighertz) NOT being able to sell for its traditional super hi margins. >>>Yes, but it's in transition now and Intel is definitely moving to the P4.<< It's not only the economy, it's just the plain fact that folks don't care to ante up for the highest CPU speeds. Price sells not frequency. >>RE:"This isn't a fact at all, price is the marketing tool that is used to move CPUs nowadays. This is a good part of the reason that the "sweet spot is now $800-1,200 not $1,000-1,500 as before" Yes, in this economy there are pricing pressure. I know what you are saying...trust me. We have a collapse.<< We'll give you the GHz (1.9 and 2.0) in a few weeks, but I don't think it'll sell at the intro prices. It's just too easy to pay $133 for a 1.5 GHz machine and "suffer". Sales of 1.8 GHz are brutal and 1.9 and 2.0 speed grades won't have consumers busting down the doors either. The industry needs you! They'll been intro'ing faster GHz CPUs as fast as they can but ASPs have been Dive bombing >>gimmie the Mhz and I'll get you a higher ASP...and every little bit helps<< Sure hope not. >>We have a collapse<< stak