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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: jeff_boyd___ who wrote (21916)12/8/2000 1:41:46 AM
From: PetzRead Replies (2) of 275872
 
jeff, <Am I correct that if Intel ramped the PIV quickly and made it price competitive that AMD is essentially in the same place as they were when it was K6-2 v Celeron?>

AMD's fastest chip now is as fast as Intel's fastest chip.

The K6-2 was consistently 20 to 40% slower than Intel's fastest. It was about even with Intel's fastest Celeron's which meant AMD had to sell them at 30% discount to Celerons, considering the higher platform cost of K6-2.

Even now, AMD's fastest is at least equal to Intel's fastest, considering performance rather than clock speed. Intel's platform cost is much higher at the high end. There are rumors that the Palomino high-end Athlon will appear well before Q2 with speeds overlapping the P4 range. This could improve AMD's ASP's even in Q1, when they are normally down.

In the midrange, the Athlon clearly has higher MHz and performance than Intel's offering, the P3.

At the low end, Celeron will not even be a factor compared to GHz Duron's. Without the integrated motherboards, the median Duron will have to sell for less than the median Celeron, but that will equalize with integrated motherboards, because Durons will have a 100 to 200 MHz advantage and at least double the bus speed.

Petz
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