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

To: fyodor_ who wrote (63887)	11/16/2001 10:41:18 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

What in the world is going on with Intel/AMD ASPs? $269 - Pentium 4 1.9GHz $254 - Athlon XP 1900 1.6GHZ $209 - Pentium 4 1.8GHz $189 - Athlon XP 1800 1.53GHZ $169 - Pentium 4 1.7GHz $142 - Athlon XP 1700 1.47GHZ $152 - Pentium 4 1.6GHz $112 - Athlon XP 1600 1.40GHZ $147 - Pentium 4 1.5GHz $112 - Athlon XP 1500 1.33GHZ $105 - Pentium 4 1.4GHz $113 - Athlon 1.4GHz $98 - Pentium 4 1.3GHz $89 - Athlon 1.33GHz AMD is selling almost entirely through whitebox makers now, there are definitely fewer machines out there from the big OEMS (at least here in the US) - so why aren't their ASPs falling? Intel is supposedly having shortages (which should prop up prices) and has noticeably more shelf space at retailers, recently - so why are Intel ASPs so low? I suppose it's partly a case of 40% of all PC sales being "invisible" in the sense that what's being sold by small shops is not easily determined, but there would have to be enormous demand for Athlons to drive such a shift to whitebox makers. A year ago, even when AMD was trouncing PIII in both performance and MHZ, and they had Gateway for mail order and HP, Micron, and Compaq at retailers, Intel was still getting about double the price AMD was getting for similar chips. Now they're not too far from parity at AMD's performance rating, and AMD chips are actually selling at higher prices per MHZ vs. half the price last year. Has enough of the buying public really figured out that P4 performance is (per MHZ) awful and not to be trusted? (I find that very difficult to believe). So what is going on? Does anyone have any ideas?