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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: jamok99 who wrote (15738)10/24/2000 4:48:22 PM
From: porn_start878Read Replies (2) of 275872
 
Mhz sells...

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

So the kind of buyers you describe don't care about "k6", "celeron", "PII", "Athlon", "Duron", "P4"?

I don't think so. The kind of dumb customers that only look to MHz will rush on the Duron, which will be between 900 and 1GHz by the end of Q1. And the resellers will encourage them since Duron kicks celeron's ass. The kind of people that will buy p4 in the first half of next year are often more concerned by performance and more educated.

It will be a different story when the P4 reach the $1200-$1700 segment in the second half of 2001. AMD will need .13u early in Q3, which is unlikely.

Max
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