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

To: Charles Gryba who wrote (57158)	10/4/2001 11:58:23 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Constantine, Re: "I can't believe that you don't see how AMD's ( and Cyrix's for a while ) competition has lowered CPU prices to today's levels." I think you misunderstood me. My argument wasn't that AMD's competitive pricing pressure hasn't lowered Intel's prices to where they are today. My argument was that it wasn't these lower prices that allowed growth in the PC market to get where it is today. In other words, I feel it's safe to say that the PC market would be as large as it is today if there were less competition and higher prices. "If it weren't for AMD we'd be buying 1Ghz CPUS for $1000 today." No, I think that if it weren't for AMD, we would be buying 2GHz CPUs for $1000. Either that, or a different processor design with similar performance to the 2GHz Pentium 4. Some might argue that Pentium 4 was designed to be a competitive processor in a market that favors megahertz. That may be the case, but if there wasn't competitive pressure for such a processor, I believe another design would have taken its place. Progress continues, even without a major competitor. wanna_bmw

To: Charles Gryba who wrote (57158)	10/4/2001 12:20:10 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Constantine, Re: 'If it weren't for AMD we'd be buying 1Ghz CPUS for $1000 today.' Perhaps. Where I think we'd be is with PIII at around 800 MHz without notched gates and PIV about ready to launch or just launched at around 1.3G. The $1000 number sounds about right. RMBS would be ~ $200/share 'cause the fastest memory bus would be 100 MHz SDR. tgptndr

To: Charles Gryba who wrote (57158)	10/4/2001 12:39:29 PM
From: Road Walker	Read Replies (1) \| Respond to of 275872

Charles, re: If it weren't for AMD we'd be buying 1Ghz CPUS for $1000 today. Maybe. But maybe we would all be Intel stockholders, and INTC would be trading at about $250 a share <g>. John