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

To: combjelly who wrote (66698)	12/30/2001 11:23:10 PM
From: Elmer	Respond to of 275872

Of course, that assumes that Intel will be selling many Celerons outside of the mobile market and possibly blade servers. Considering the price delta, there just won't be a whole lot of Celerons sold on the desktop, unless things go tremendously awry. Same for AMD and the Duron, except that they will be contracting those out and don't have to devote fab space to something that will only sell in small quantities... If there is a "value" market it's reasonable to think Tualatin will be Intel's offering and Duron will be AMD's. AMD can't make them as cheaply as Intel or sell them for as much. An outside source will only add cost. AMD loses money, Intel makes money. Same old same old. )AMD should be shipping processors that are very close to the performance range that Intel will ship on the desktop. Here we enter the realm of faith and I don't argue with anyone's religion. EP