Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

3:59 PM EST

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To: Bill Jackson who wrote (19803)	11/20/2000 12:47:17 PM
From: niceguy767	Read Replies (1) of 275872

Bill: I like AMD's price/performance strategy...In one year they knocked the PWeeiii off the top perch across all MHz ranges...So far, as a new architecture, the P4 does not look like a serious threat to the Athy on a price/performance basis, notwithstanding the loss leader P4 promotions of today...I'm just not convinced based upon today's benchmarks that the P4 can withstand any long term Athy competition...P4 MHz leaps will be required to keep from getting lapped by the Athy's probable performance increments over the next year and I, for one, am not convinced that the P4 will scale easily...To garner general market support, the P4 will have to demonstrate superior performance over its competitors...No indication of that happening based on what I see today!!!

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