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

To: Jim McMannis who wrote (51224)	8/15/2001 2:13:12 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"The higher Mhz dictates the pricing." That might be true, but it doesn't seem to help Intel at all. AMD has managed to sell most, if not all, of their production, Intel has not. Now it may be the case that AMD has done this through cutting their prices until it sells, but Intel has been cutting their prices and still hasn't managed to sell their product. Failing to meet projections by 50% or more in an industry with a 3 month leadtime really, really hurts. And that is a fundamental difference. If it wasn't for the PIII, Intel would be in a world of hurt. Now that they are stopping (or have stopped) wafer starts on the PIII, what will they depend on? The market resistance to the P4 seems to be pretty stiff. Under the circumstances, sales of the P4 sucks. It is not really clear that going to SDRAM is going improve things much. The cost differential is not all that much, it is not like it is going to cut $200 off the retail price, under $100 is going to be more like it. And Intel often offers larger rebates than that right now.