Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

Dec 22 3:59 PM EST

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To: Monica Detwiler who wrote (79307)	5/4/2002 10:09:15 AM
From: Dan3	Read Replies (1) of 275872

Re: Looks like AMD will be 733 MHz behind Intel in CPU speeds come Monday morning. Yep, or maybe 667, if the XP 2200+ is released at the same time. Still, AMD's lower manufacturing costs allow it aggressive pricing that lets AMD continue to hold or gain market and revenue share. And, while intel's clocks may oscillate faster, AMD continues to provide considerably higher performance in many applications - and always at lower cost. aceshardware.com aceshardware.com More and more buyers are recognizing that 90% of the performance of either company's best chips can be had for 40% of the cost - and that 90% of application use is dependant on other factors such as disk or network speed. Fewer and fewer buyers are willing to spend twice as much for an overall 1% or 2% increase in performance. AMD's strategy is to be able to make money on $100 ASPs. Intel needs about $150 ASPs. Right now, Intel is getting about $172 and AMD is getting about $90. But AMD's ASPs have been rising as Intel's have been falling. AMD ASPs used to be in the $70 range while Intel's were over $200. AMD's more efficient architecture and its expansion into the mobile and server markets has done wonders for its ability to "take on" Intel.

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