Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: fyodor_ who wrote (66243)	12/25/2001 9:33:44 AM
From: niceguy767	Respond to of 275872

fyodor: AMD is selling a 1.2 GHZ Athy at $91 while INTC is listing the equivalent performing 1.2 GHZ P3 at $251 ( a whopping 275% more) in effort, to force the corporate consumer to purchase the 1.9 GHz p4 at $257... Protected by the barriers of entry that exclude AMD from entering the N/A markets, INTC is still probably selling quite a few p3's at usurious comparative prices... It is the Athy/p3 price disparity that explains why AMD lost money in q3 and AMD's superior yields are what kept AMD from losing more... The p3 has now maxed out in its attempts to keep pace with Athy evolution, and is currently being replaced by the p4 which as we know is experiencing production difficulties and can no longer command usurious pricing discrepancies over the equivalent performing Athy XP's...No longer can INTC command a 275% premium as witnessed by comparative pricing of the Athy XP 1800+ and the p4 1.8 Mhz, where the p4 currently commands a 10% premium as opposed to the 275% premium... This product pricing realignment is well underway and should run to completion over the next year as product continues to move up the gradient scale, which if true, could cause no end of problems at INTC... Once product pricing parity is in place, it will be wholly evident as to which company is experiencing what relative yields and which company has the lower cost structure, even to Monica and her flock!!!