Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: kash johal who wrote (96483)	3/3/2000 12:57:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1571762

Kash, This GHz hype will bring consumers out to get them, and when they find the fastest Intel CPU to be 733 MHz, they may just as well buy the fastest thing that the store is selling. We can only speculate here, but how likely is it that Intel actually can produce reasonable volume so that at least the retail stores in major media markets have supply? Could it be that Intel is going to pull an old AMD trick and sell chips from their experimental fab, that have not gone into full production? It doesn't seem very likely that Intel can get enough 1 GHz chips from regular production, since they still can't produce enough 800 MHz chips. Joe

To: kash johal who wrote (96483)	3/3/2000 1:13:00 AM
From: Epinephrine	Read Replies (1) \| Respond to of 1571762

Kash, You make good points but IMHO AMD should be much more focused on long term profits than a short term pop in asp's because of a feverish unplanned leap to higher speed grades. Even if they were already binning these speed grades this kind of a launch and the logistics involved will be rushed and will lead to the potential for a snafu. Up until now AMD has taken a conservative approach that has led to a certain "stride" that I think it would be a mistake to break. AMD may be downbinning parts but I was one of those who much preferred their strategy of slowly raising the MHz sweetspot and steadily phasing out the lower speed grades at a pace that the market could adapt to than this battle of attrition and PR. I fear that AMD will be drawn into fighting a single battle and losing focus on the true war which is for sustained and long term profitability. Aside from PR this is Intel's only possible motive, to de-focus and goad AMD into making a mistake. Regards, Epinephrine