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Not a Short

01/01/04 10:12 AM

#21844 RE: yourbankruptcy #21842

"I think it will be politically incorrect to price it below $370, which is P4/3.2 price."

Keep in mind the P4 price will drop going forward. Even if INTC has speed/heat issues they still have tons of fab space and will produce more/cheaper cpus at the same speeds going forward.

I'd look for it to get closer to the Athlon XP 3200 level which is currently around $340. Of course that's just a WAG so feel free to say I told you so if I'm wrong.