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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 202.23+2.1%2:01 PM EST
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To: AK2004 who wrote (50545)8/9/2001 6:35:34 PM
From: PetzRead Replies (3) of 275872
 
I can't diagree more about the positive effect that a "P4 is slower than Athlon" campaign could have.

1. AMD has NEVER marketed to consumers -- all past "campaigns" were so low-budget that their effect was zero. So we can't judge the effect of a good campaign on consumers from the past attempts

2. The SDRAM P4 vs. Palomino may well result in benchmarks that are skewed an average of 20 to 30% in favor of Athlon. It is possible that not a single benchmark in use today will run faster on a 2 GHz P4 with SDRAM than it does on a 1.5 GHz Palomino with DDR. There was an evaluation recently of Palomino performance on SSE-optimized benchmarks and it blew away the P4 on everything -- and THAT was when the P4 used Rambus.

3. If Intel surprises us and almost immediately allows use of DDR with the i845 (a possibility raised here: theinquirer.net, THEN I would reconsider.

4. Intel will not respond in kind. Their advertising is set in concrete for the next 6 months, and by then AMD's splurge will be over. They would never, ever, mention an AMD product by name. Anyway, AMD can put something like the following into a magazine ad: "The Content Creation benchmark used in this comparison was developed by Ziff Davis corporation, which is partially owned by Intel Corporation." Ditto for nearly every other benchmark!

IMO, AMD has a stellar opportunity for a huge marketing campaign. The street already expects a loss. The effect on the stock of a (0.10) loss vs. a (0.05) loss would be miniscule.

Unlike Scumbria, I do believe that a PR-rating would be counterproductive.

Petz
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