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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (93924)	2/17/2000 6:03:00 PM
From: SteveC	Respond to of 1571810

"re:"I think AMD should still do very well in the mainstream desktop market. They really ought to steer clear of Coppermine-128 and Timna, since Intel can really crank up production on those and drop prices like crazy. But if AMD can push the mid-range segments into 1 GHz (i.e. Gateway 1 GHz desktops going for $2500), they should make a handsome ransom." I pretty much agree." With the 850 MHz, AMD has begun to move the mid-range to 700 MHz. Once 1 Ghz chips are released, we probably aren't going to see new chips released that are just 50 MHz faster. By November 1, 2000, AMD should have 1.2 or 1.3 GHz Athlons as its high end chip, thus hitting the target of 1 Ghz for the mid-range in time for the Christmas buying season. If there is a 1 GHz PIII by Christmas, it's going to damn expensive and probably not geared for home consumers and small businesses. Further, except for NiceGuy, we under appreciate the international sales that the Athlon provides AMD. Even if they want Intel chips, most foreign businesses, outside of the top multinationals, can't afford the high end systems that American corporations purchase. By the end of the year, AMD should have made significant market penetration in the sale of computers to the corporate market in Asia and Europe. Now that AMD is producing millions of Athlons, the 1Q 2000 should give us some indication of its success in the international market.