Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.42

-0.1%

3:59 PM EST

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To: peter_luc who wrote (27969)	2/10/2001 2:44:30 PM
From: eplace	Read Replies (1) of 275872

peter...Just to think that AMD with its commitment to DDR DRAM is paving the way to Intel's success (because with DRDRAM only the P4 is a niche product and with SDRAM it will be an underperformer)... peter, on the other hand P4 may have dug itself an early grave well before that time. In the March issue of Computer Shopper the front page reads "Speed leaders--Athlon vs. Pentium 4--Which is the best deal?" I found it noteworthy that Athlon was listed first. This has to be the first time I remember AMD or Athlon ever being listed first in a comparison with Intel. AMD is definitely making inroads here. Inside that issue the title of the article is "Towers of Power". The MicronPC Millennia Max XP gets Computer Shopper"s Best Buy award in a five computer comparison. Of these, three computers have the 1.5GHz P4 and two are equipped with 1.2 GHz Athlons. Not only does the Micron clobber the other 4 test systems in most of the benchmarks, but at $2699 is the second lowest priced system of the bunch (the other Athlon system is of course cheaper but does not use DDR SDRAM). I hope we are not underestimating the consumer here. Would you pay $4167.00 for an IBM NetVista A60i with a 1.5GHz Pentium4 that gets clobbered by a machine costing about $1500.00 less? I am guessing that most consumers with any sense at all would say no. P4 on DDR SDRAM will be an underachiever. The benchmarks won't be able to hide that fact. The day Intel inked an agreement with RAMBUS and formed their P4 chip architecture around it was the day they made one of their biggest blunders of recent memory. When AMD chose not to follow and took the path down the DDR SDRAM road was the day that AMD lost the tag of "follower" and guaranteed a prosperous future. It is now Intel who is the follower. I am more excited about this company than when I first bought the stock in September of 1999. Sledgehammer is just another example of AMD taking a leadership role and not following a lumbering lost giant. Uh....guess I got carried away. Regards Ed P.

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