Joe...re: My point is that AMD should fight a guerilla warfare. For example, if it looks like a Sledgehammer is manufacturable, commanding high ASP in $200 up to possible $300, AMD should be nimble enough, drop everything else, drop Palomino, Thunderbird, Morgan, Appaloosa, mobile, SFF, Clawhammer, whatever, and produce a single thing, sledgehammer, make 6 million of them, make some $1.5 billion in CPU revenue alone, and while on this gravy train, think about where the next hole in Intel armor is, prepare for next hit and run.
Joe, you pose some interesting ideas here. I tend to agree that AMD should totally begin to phase out the entire Duron type lines as well as the lower Athlon grades such as Thunderbird and Palomino whenever Thoroughbred gets here. AMD should concentrate their efforts on just a few speed grades and let Intel duke it out with VIA for the low end. AMD, are you listening?
Regards, Ed P. |