SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.83+1.3%12:05 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Joe NYC who wrote (76466)4/4/2002 1:43:38 AM
From: eplaceRead Replies (1) of 275872
 
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.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext