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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%3:59 PM EST

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To: that_crazy_doug who wrote (47594)7/13/2001 5:44:48 PM
From: Road WalkerRead Replies (3) of 275872
 
Crazy Doug,

re: What you call Intel's screw up, I call AMD's success

I'll accept that. But it doesn't matter, it's all relative, like I said before.

It's still a marketing issue. It's obvious. If you can't sell an equivalent product for an equivalent price, you have a perception issue.

AMD's customer won't pay the same price to AMD as they will to Intel. WHY? That's the question you should ask Mr. Sanders.

Once you solve the marketing (perception) problem, you can compete performance to performance, dollar for dollar. That's when AMD becomes a threat to Intel, because they are playing on a level field. Imagine how valuable AMD would be if a 1.5 GHz Athlon commanded a better price from the OEM's than a 1.5 GHz P4.

AMD needs to raise their brand perception. I don't think it will happen while Mr. Sanders is in charge, judging from the CC I listened to yesterday.

John
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