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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (119758)	7/9/2000 9:12:58 AM
From: Gopher Broke	Read Replies (2) of 1574054

Paul, Thanks for the response. You remain emotively negative, yet your outlook is surprisingly bullish. I will be happy if the situation pans out as you predict, with AMD's overall ASP climbing to $100. I remain a little concerned that Intel is apparently producing a lot more processors over the 800 MHz mark. Duron should be able to keep a step ahead but it has Intel's marketing force to contend with -can they make celery2 sound attractive? As for the impact of the P4, I will make a judgement when I have seen a benchmark from a 1.4GHz system. The double clocked ALU seems like a neat idea, but like most neat ideas it probably has unforeseen side effects that will take time for Intel to work through. In particular, I think that there is an assumption that the P4 will bring a huge leap in performance and this is factored into AMD's current revenue projections and share price. The market might just react positively if it turns out that a P4 1.4 is only 20% faster than an Athlon 1.2 and carries a high price tag to boot.

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