SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Joe NYC who wrote (125256)10/5/2000 12:15:27 AM
From: Charles R  Read Replies (1) of 1571160
 
Joe,

<How much MHz headroom do you think there is for Mustang/Palomino before they move to .13u?>

Mustang/Palmino should be able to go to about 1.7G mid next year.

< Do you think AMD will be competitive MHz wise until Q1/Q2 2002, when the Hammer family will enter the scene?>

I do not expect AMD to be competitive on MHz for most, if not all, of 2001 barring a total disaster from Intel. However, I expect AMD to be quite competitive in performance. I expect AMD to be kicking butt in FPU (I know Tench and a few other Intel folks think otherwise).

Based on the MHz lead and marketing muscle, I expect Intel to successfully position P4 as high-end product and leave AMD with a mid-range perception. P3 will decisively move to the low-end.

IMHO, most of the volume/money is in mid-range. There are not that many units to be sold at high-end and there is not much margin to be made at the low-end. The key is to increase penetration in the business market. AMD has been quite successful in the international scene but US has been a tough nut to crack (And of course there is Dell, which, I might add, has been stupid enough to stick with Intel and see the system ASPs erode and Q4 target sales numbers decline)

Assuming AMD can do break through, and I am 99% certain they will, mid-range is not at all a bad place for AMD to be in my view (other than the fact that some of the die-hard AMD fans may be disappointed).

Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News