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To: Dan3 who wrote (159973)2/24/2002 2:23:24 PM
From: Monica Detwiler  Respond to of 186894
 
Dan3 - You posted AMD has more than enough money to make it through "the year of the Northwood" to Hammer. If Intel goes with slash and burn pricing for the next few quarter, they may not have enough money left to make it through the "year of the hammer."

Looks like it is AMD that is doing the slashing and burning of prices, Dan3:

planet3dnow.de.

Message 17105827



To: Dan3 who wrote (159973)2/24/2002 3:47:53 PM
From: wanna_bmw  Respond to of 186894
 
Dan, Re: "Their problem is that they can either sell X processors at an ASP of about $150 or 1.1X processors at an ASP of about $100."

I don't think Intel intends to drop ASPs that much. I also doubt that they need to. They are taking share away from AMD at current pricing levels.

wbmw


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