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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST
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To: AK2004 who wrote (45790)6/29/2001 4:19:48 PM
From: Charles RRead Replies (2) of 275872
 
Albert,

<at this point amd might as well drop duron production. That would position athlon 4 against p4 and athlon against pIII/celeron. It should not hurt current pricing...>

That wouldn't make sense to me. If I were AMD, I would push Duron very hard and make it successful.

And that's what I expect AMD to do.

I would also look at adding another 256K of cache to Athlon to segment the products better and to better compete with P4 (of course the assumption is that this would have no MHz penalty - if there is a MHz penalty then I would go with keeping things as they are today).

Chuck
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