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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (3512)	8/3/2000 12:27:20 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

ALbert, True, they are so close that other aspect of system design will make up the difference, Video cards, faster drives, etc. As for cannibalisation? yes, it can happen, however I hope that AMD releases a chip that brings the Athlon to supremacy again. More cache, optimised layout etc, a bit better microcode etc....all quite doable. It is a true race now. However Intel still has a lot fewer horses running at the fastest speeds.Looks like about 1 at 1 Gihz and above for every ten AMD has in the running. Bill

To: AK2004 who wrote (3512)	8/3/2000 1:15:13 PM
From: EricRR	Read Replies (1) \| Respond to of 275872

Message #3512 from albert kovalyov at Aug 3, 2000 12:03 PM Bill, Milo I was looking at some of the published benchmarks and duron is fairly close to athlon at the same frequency. The difference in prices is also small as compared to the total chip price or system price. Seeems to me that duron would just cannibalize on athlon sales as celeron did pII's. I would assume that the yields on duron should be close to athlon and probably better because of the smaller die. If true then it might be a conscious decision to hold durons until either ddr which would separate the performance or untill mustang operating at higher frequency. I've always had this concern, after hearing about how well the Duron performed. I wonder though if AMD hasn't shifted some Duron wafer starts back to the old athlon, in order to soak up the excess slot A motherboard supplies (wasn't 1 million the rumor?). Compaq and HP seem to still be selling classic Athlon systems, at least according to their web pages (512 L2 cache). I really don't understand what is going on with the stock price. I think in the end it all comes down to Willy. Willy is going to be a loser, I can feel it. Too much new technology, too fast (power hungry motherboard, aggressive rambus chipset, cpu with a crazy core). If Intel's progress has been so good, how come Intel's roadmap shows plans to scrap ALL three in six months? Only time will tell...