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: niceguy767 who wrote (66879)	1/2/2002 5:34:06 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

NG remember that market is defined by "mob mentality" so logic very often irrelevant Regards -Albert

To: niceguy767 who wrote (66879)	1/2/2002 5:56:19 PM
From: SteveC	Read Replies (2) \| Respond to of 275872

Forget about the "Intel sages." The favorable price gap for AMD on equivalent chip speed with Intel is a surprise to the pro AMD camp, including yours truly. It is a great victory to AMD's marketing team for finally figured out how to convince consumers to pay a premium for the Althon. I don't buy that the P4 shortage is responsible for AMD's ASP gains. It doesn't explain why consumers are paying more for Athlons. Why would this trend stop in 2002, as long as AMD can periodically release faster Athlons? If it continues, it's in Intel's self interest to abandon the price war strategy and raise its chip prices. Intel may as well raise its ASPs if it can't undermine AMD's market share based on price discounting. AMD, of course, would see a bump in its ASPs if Intel reversed course. Thus, the most surprising development of 2002 could be an end to the microprocessor price wars.