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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST
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To: that_crazy_doug who wrote (15725)10/24/2000 1:38:31 PM
From: jamok99Read Replies (2) of 275872
 
Crazy Doug,

<<By December, AMD will most likely have lost the MHZ crown, and will have to try and convince people that performance is made up of more then mhz while fighting the intel propaganda machine>>

Given that AMD couldn't get their story across when they had an unequivocally superior product, and that story was simpler, success at this more complex task does seem dubious. McMannis' 'Mhz Sells' (TM) would appear to be the proof of this argument: Of the average computer buyer, Mhz is certainly the most recognized characteristic of a computer. I'd guess their most common definition of Mhz, assuming they're familiar with the term, is that "it means how fast the computer is". I'd be surprised if even 5% of computer buyers even have heard of IPCs or FPUs, or benchmarks. While supply constraints and increased costs (Rambus) may be limiting factors on how badly AMD gets mauled in this scenario, both are temporary conditions, given the increasing ramp of p4 in 01 and the move to DDR. So I guess the bigger picture is the discussion that seems to be the topic of the day on the thread - how will Mustang scale compared to P4. You sound pretty pessimistic about this - is this based on your oft-used principle that until a product is actually available for testing/inspection there's little point in speculation, or do you have other concerns about why AMD's future competitiveness is questionable?
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