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

To: Tony Viola who wrote (58960)	10/17/2001 8:39:19 PM
From: SteveC	Read Replies (2) \| Respond to of 275872

You're blind to the facts. Here is the only question that counts: How much profit is Intel making on the contract? I don't know the answer and you surely don't either. But from everything that has been reported, Intel low balled AMD to take the contract away. As I said, it was a "great" victory for Intel.

To: Tony Viola who wrote (58960)	10/17/2001 8:55:08 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Tony, I suspect that Intel looked ahead to .13 and that larger number of parts/wafer would make it profitable in the future(now) even is some production needs to be made on .18 follow on will be .13. Of course MSFT knew this, as did AMD, so MSFT probably wanted future decrements in the price as .13 saved Intel money. Now downstream it turns out to have been a mistake as an Athlon would have been a beater of the P-3 they are now getting. In fact I wonder if someone makes an X box game emulator based on the Athlon(or P-4) it may well be a lot better than the X-box whose design may well have been frozen too long ago to be competitive. The last 18 months have seen enormous gains on systems and I wonder how the x box stacks up against a $499 box? Of course the x box costs less, but the 499 box does lots more. Bill In fact just play the same game on a new machine and it might kick the x-box to death(assuming that the game or something similar can be bought??)