Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Road Walker who wrote (57007)	10/3/2001 10:52:21 AM
From: andreas_wonisch	Read Replies (1) of 275872

John, Re: If the folks on this thread are confused, with all their knowledge of the industry, how do you expect the average consumer to react? They'll probably don't care. They just buy a PC from a brand they recognize (Compaq, HP, Dell etc.) and at a price point they think is reasonable. I don't think that for many customers clock-speed is a big buying decision. Most probably don't even know what it means. Many friends of mine (who are not computer freaks) don't even know what processor their PC use. At best they take some recommendations from me before buying a new PC. Do you really think these people will ask questions about clock-speed? (recently I saw a German quiz show and one of the questions was what a Pentium is -- there were four choices ranging from an operation system to a processor and almost no one from the candidates knew the right answer!) Why is AMD introducing a performance rating then? The answer is simple: Because not the customers differentiate between clock-speeds, the OEMs do. You could equip a $50 Duron with an expensive TFT display, DVD-RW, SCSI hard drives, laser printer etc. pp. and you would arrive at $3,000 or so. But you won't find such a system in retail. The most expensive PC system is always equipped with the "fastest" PC processor. And both Intel and AMD are pricing their processors that way too. IMO the major question is not if the customers will accept the new performance rating (they don't care), it's if the OEMs will accept it. If they do, AMD's ASPs will get a decent lift. We'll know next week if that's the case. Andreas

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