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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.65+0.3%3:59 PM EST

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To: Cirruslvr who wrote (46490)7/7/2001 9:40:04 AM
From: andreas_wonischRead Replies (1) of 275872
 
Cirrus, Re: If AMD made a processor like the P4 and Intel made a processor like the Athlon AMD STILL wouldn't be at an advantage because they would have to price a 1.7GHz processor for what Intel is selling a 1.4GHz processor. AMD is the second string so it has to do stuff like that. Intel is the big dog who does what he feels like.

Good point. When AMD had the MHz advantage over Intel with Athlon (and Intel the slightly better IPC), they still couldn't use it properly. There were many, many Athlons that had to be down-clocked to satisfy the market needs. AMD's problem is that their complete strategy and price structure is based on Intel's. Unless they have a big enough market-share (30%), that won't change.

Andreas
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