Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.81

+4.5%

3:52 PM EST

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To: AK2004 who wrote (50537)	8/9/2001 5:25:06 PM
From: Jim McMannis	Read Replies (3) of 275872

Actually, the optimized code routine is something AMD had to use to make the K6-2 (w/3DNOW) look good against the P-II which had the faster FPU. Didn't work too well especially when Intel widened the Mhz gap and K6-2s couldn't keep up. 2-0 Intel. AMD made hay when the Athlon came out which could out clock the P-IIIs AND had the stronger FPU. So it was 2-0 AMD up until the release of P4 and really for a couple months after that. Then comes the P4. Faster clock but weak FPU. So what does Intel do?...change the benchmark suite, emphasizing some key benchmarks and hiding the FPU weakness of the P4. So rather than 1-1 (tie) it's 1.5-.5 Intel or kind of. Meanwhile they subsidize loser Rambus until they can get out a SDRAM and DDR chipset. The fact remains however that Raw Mhz supercedes all else as a marketing tool for selling CPUs to the masses. Raw CPU power, including FPU power comes in second. Intel doesn't even want to chance that so they cover that base with the selected optimized benchmarks. AMD is just a babe in the woods when it comes to understanding marketing. If AMD continues to let Intel dictate the market then any advantage they had vis a vie Rambus will dissappear...Meanwhile the 6 month slip in Hammer guaranteed AMD won't be close in Mhz for 6 months more than planned. Also...the 3 month slip in Palomino hurt too. It's just very difficult to convince the average Joe that 1.4 is better than 1.7. I knew, despite Athlon, AMD would have to execute close to flawlessly to make a permenant dent in Intel. Seems like Sanders started snoking cigars too soon and Dirk may have been a victim of the peter principle. On the brighter side, the low point for AMD has likely passed in terms of positioning it's chips vs Intel now that AMD has server, SMP and notebook chips in production. A few more speed grades between now and the rest of the year will help too. As will the SIS and Nvidia chipsets. I won't even mention the marketing. Jim

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