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


To: Dan3 who wrote (66203)12/24/2001 2:01:11 PM
From: niceguy767Respond to of 275872
 
Dan3:

"Re: kap's observation that the Athy XP 1900+ (i.e. 1.6 Mhz) is listed on price watch at $246 vs. the p4 1.6 MHz at $152 is definitely something that INTC is not used to...

Now add in that AMD's 2-way SMP chip, the 1.53GHZ 1900+ MP sells for $294, while Intel's 2-way 1.5GHZ "foster" Xeon goes for $220."

My, oh my, how things have changed in two years...I don't think that the phoney N/A barriers to AMD entry will withstand the force of this next AMD wave...Just not enough solid technology behind the barriers to keep AMD out...



To: Dan3 who wrote (66203)12/24/2001 2:49:33 PM
From: Harvey AllenRead Replies (5) | Respond to of 275872
 
How does Intel get 48% margins while AMD loses money?

Harvey