Higgie,
RE:"I hope you're right, but we've been waiting for NEXT year
for several years. AMD has a problem with executing! The NEED
to upgrade is diminishing rapidly, can you really see any
difference
in speed between a 200 mhz cpu and a 400 mhz cpu in running
any apps other then games, without benchmarking. ASP's will
remain low, until
some killer App requires upgrading. Bandwidth is where speed
is the issue currently, not Cpu's."
----
I'm more inclined to focus on the present and near future than NEXT year so your points are very well taken. The truth is that right NOW AMD is doing rather well. Has another speed grade (400) and core (Warpcore) that will be introduced in the next week or so. They have a K6-3 that is essentially ready for introduction. These will raise ASPs...but I don't know how much they will raise profits at this time.
I don't really the saying, "wait 'till next year" applies at this time. Besides, AMd has been very careful of late not to hype future products, allowing them to speak for themselves when they are introed.
So they are executing, even beyond the wildest nightmares of the Yousefs, Elmers and Engels. Whether they can execute on the K7 remains to be seen of course. After all, they flubbed the K5 and the K6 technology came from NextGen and Vinod Dham and he's gone. So AMD will have to get it right this time on their own...except they have brought in Motorola and IBM. This time they seem to realize their deficiencies
and have taken steps to bolster them.
As far as the need for bandwith vs speed. I know that, you know that...but due to the perceived need for speed, "Megahertz sells" (TM-McMannis). It's good that it does because if the general public figured out that they don't need all those megahertz, ASPs would drop and the progression of faster and faster chips might slow down.
Which companies do ou see as cashing in on bandwith?
Regards, Jim
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