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To: Dan3 who wrote (66370)12/27/2001 1:29:54 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Dan,

I agree - but there is a risk of a worse price war next year than this year.

I think so too. I Intel will cut prices of all .18u P4s to under $200 (from $400 - today's price of 2 GHz P4), as soon as in January, and probably price .13u at some $250 and $350.

This will push XP ASPs down a bit, but transition from Thunderbird to Palomino should keep ASPs in about the same range.

This is my guess for January, and things will only go downhill from there, IMO.

Joe


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