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


To: Eric K. who wrote (10780)9/29/2000 2:59:43 PM
From: CirruslvrRespond to of 275872
 
Erik - RE: "I don't think a $20 savings from cpu/graphics integration would have convinced any substantial number of people to take half the overall performance."

True, but some analysts would have still said Timna will be so cheap AMD will have a tough time selling Durons, or some crap like that.

"I think it will be more like Copper-gone versus Duron and Willenium versus Athlon Pro."

If OEMs would finally start selling Durons systems here in the US we could see how Duron is being positioned, but for now I think Duron is going to be in the upper low end - mid range which would be faster Celerons and slower PIIIs. I know I sound repetitious like Niceguy, but I can't wait for Durons to hit the market. Once the platform gets its act together Duron should enable AMD to gain back so much marketshare it has lost over the past year.