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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%Jan 21 3:59 PM EST

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To: porn_start878 who wrote (39504)5/14/2001 2:28:34 AM
From: Joe NYCRead Replies (2) of 275872
 
Max,

I think it's an error from AMD. They should have used smaller package, making the chip more attractive to labtop makers and would put a clear technical difference between mobile and desktop parts.

There was an article about that recently which said that AMD is planning on doing just that. These are just plain Socket A parts with low voltage, and it seems silly that AMD is playing all these games with it.

I have a feeling that the strategy is to keep the core very expensive, and keep it away from general desktop market until there is a smaller package. I don't think it is a good strategy. If AMD just released these Palominos and sold them at desktop prices (where the prices will be in 1 to 2 quarters anyway), they would have been able to sign up more OEMs right away and have a huge launch, selling a multiple (2, 5 or 10) of the very low volume this launch are experiencing.

AMD is basically blowing 1 or 2 quarters of Palomino's life, and all they are getting for it is 500 processors sold on HSN, in Compaqs consumer line, no commercial win.

I have to agree with Paul that AMD (management) is executing itself very well. They have a nice processor on their hand which the management and the marketing have bungled badly.

What do we expect? These are the same people who came up with Athlon 4 name. If right now I was an AMD engineer, I would be frustrated as hell. These guys must have put in some overtime, late night shifts, and the inept management are just letting their hard work evaporate into the thin air.

Joe
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