Intel Corp (INTC)

[bababouie]

Nitt, that's a valid arguments. Let's take Intel's cpus for example. Given the distribution from 1.8Ghz to 2.8Ghz how would you allocate the percentage sold for each speed grade ( they have to total to 100% ). The other consideration is that AMD's ASPS are suppressed because they don't own the high-end anymore. Having the performance leadership allows all the manufacturer to pull up the prices of all their chips. For example, the lower-volume Athlon MPs still fetch well over $100 but there are not enough of those to make a dent. For your information the $199 price listed on Pwatch for the 2400+ is the lowest one. There's one for $238 also. I think that AMD will price the clawhammer 3400+ at 25% off the 3Ghz P4 which should price the 3400+ at around $350, then subtract some $50 for the OEMS and they'll get around $300. By then they'll have the 2800+ and 3000+ bartons ( hopefully ) which can fetch anywhere from $150 to $250 and they should be able to pull up their ASPS. They just have to execute like you say. If they can sell 5 million TBreds @ $50-$75 and 1 million Bartons and Hammers at ~$150, they will do ok.

C