Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

-0.1%

3:59 PM EST

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To: Scumbria who wrote (6075)	8/22/2000 3:23:46 PM
From: EricRR	Read Replies (3) of 275872

What AMD has to do... Like the rest of you I'm getting sick of Intel stealing the spotlight with their superior public relations. Their paper launches certainly have helped them maintain the air of technology leadership, even if it is not the case. AMD may have been right in believing that it was better to win OEM friends by only proceeding with volume launches, but now a once in a "product" lifetime opportunity has arisen. In the words some B movie actress: "The emperor has made a critical mistake, and the time for our attack has come." Intel will be launching their Pentium 4 brand sometime in the fourth quarter. Because of a combination of low IPC and immature compiler support, there is a strong consensus that the P4 would preform significantly lower (20%?) clock for clock than a P3 or Athlon. The first impression of the P4 brand will stay with the chip for years, for better (like the pentium) or for worse (like the celeron). AMD should have the ability to do a low volume "paper" release at the same clock speeds at the same time as the Pentium 4 debut (1.4 or 1.5 GHz). They must do this. The resulting benchmarking comparisons would show the Pentium 4 significantly underperforming, and the marketing impact of such comparisons would be deadly. AMD would receive millions worth in free publicity, right in the middle of the Xmas season. It's worth irritating a few OEM's. It's time for AMD to seize the day.

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