Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: survivin who wrote (50395)	8/9/2001 1:18:58 PM
From: Charles R	Read Replies (1) of 275872

<AMD works on its megahertz image> <To date, AMD "hasn't done anything from a marketing point of view to help its case," Krewell said.> While this is true and AMD is behind the curve in changing the MHz perception, the real problem that AMD has on hands is the lack of corporate design wins. Intel probably feels (with good reason) that AMD marketing/sales is incapable of penetrating corporate sales and is launching a full blast P4 campaign by keeping the P3 prices artificially high and targetting toward the corporate space. Selling P3s for a couple of hundred bucks in a high volume market can provide a lot of gross margin dollars that can be used to finance a war in the consumer space. As long as the corporate space goes uncontested, Intel has a huge advantage. Thanks to AMD's marketing/sales ineptitude, AMD today has a competitive product with increasing performance lead due to Intel's platform change to SDRAM (at least until Northwood kicks in with DDR) but is looking like a loser by playing the game on Intel's turf. I continued to be amazed by the gross incompetence displayed by the marketing/management folks at AMD.

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