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

To: wanna_bmw who wrote (51014)	8/14/2001 5:47:11 AM
From: AK2004	Read Replies (1) \| Respond to of 275872

wanna_bmw it would be no brainer a while back as well but they did not do it, why? They have more than enough capacity..... Regards -Albert

To: wanna_bmw who wrote (51014)	8/14/2001 8:44:00 AM
From: Charles Gryba	Respond to of 275872

I am more concerned about the long term effects of this rapid Mhz build-up. I am not an Intel Investor but if they practically give away 1.8-2+ Ghz P4 now they may push back the real recovery in CPU upgrading and actually prolong the cheap-cpu buying mentality that's setting in and maybe even make it permanent so that they will never again be able to sell a consumer cpu for a lot of money. ( Unless of course AMD retires from the business which is highly unlikely ). Constantine

To: wanna_bmw who wrote (51014)	8/14/2001 1:02:34 PM
From: Milan Shah	Read Replies (1) \| Respond to of 275872

Given that it costs Intel the same amount of money to run, say, 10,000 Pentium III wafers as it costs to run 10,000 Pentium 4 wafers This is a fundamental flaw in your assumption - in reality, it costs Intel almost *twice* as much to run 10K units of P4 vs 10K units of P3. P4 is twice the die size of P3. So the question is more like should we manufacture 10K P3 with ASPs in the 100-180 range, or 5K in the 130-550 range. The math would actually favor the P3, but the competitive landscape requires the latter. Milan