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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.50+6.2%3:59 PM EST
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To: Tenchusatsu who wrote (59898)10/24/2001 12:30:29 PM
From: andreas_wonischRead Replies (2) of 275872
 
Tench, Re: Think about this: If Intel were the one ahead in IPC but behind in clock speed, and they came up with conservative "quantispeed" ratings, would you give Intel's marketing department the benefit of the doubt? ...

Intel wouldn't need to come up with a new performance rating because they set the "rules" in the PC market -- not AMD. If Intel's CPU were e.g. clocked from 500-1000 MHz and AMD's from 1000-2000 MHz AMD wouldn't be able to take a significant price premium for these CPUs since they wouldn't be able to satisfy more than 30% of the PC market. Remember the situation when the Athlon came out. AMD had to underclock many CPUs (you could find out that easily with the Slot A Athlons because you could open them up) because they just couldn't sell all that parts with higher clock-speeds. It may sound frustrating for some AMDroids but unless AMD can serve more than 50% of the market they won't be able to set new standards. They always have to follow Intel's "lead". And if they want to effectively compete with Intel in clock-speed they can either design a CPU that runs at approximately the same clock-speed as the P4 -- or use some sort of performance rating. They just have no other choice.

Andreas
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