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

To: TGPTNDR who wrote (75998)	3/31/2002 10:36:51 PM
From: Dan3	Respond to of 275872

Re: What do you think the effect would be of an announcement that the .13s are shipping? Think it'd be enough to get Intel to cut it's P4 mobile prices in half? Isn't that what Intel just did? :-)

To: TGPTNDR who wrote (75998)	3/31/2002 10:37:04 PM
From: Joe NYC	Respond to of 275872

If there was ever a cause for despair, a visit to Compaq's commercial EVO line is the best example. Most of the PCs are P4 with PC-133 SDRAM and the ones that are not are Celerons with PC-133 SDRAM. smb.compaq.com These OEMs will eat whatever crap Intel serves them. What can AMD do? Whatever AMD does, they will continue to buy Intel product, no matter if they are good, average or crap. Joe

To: TGPTNDR who wrote (75998)	3/31/2002 10:38:59 PM
From: Elmer	Respond to of 275872

At these prices I think that news is pretty much discounted. It'd be negative, but I doubt we'd see $12.00. The more important thing is the 2Q forward look. Who would believe them? EP