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

To: david_langston who wrote (13952)	10/14/2000 6:18:06 PM
From: Charles R	Read Replies (4) \| Respond to of 275872

David, <Shouldn't AMD be positioning the Duron as better than a Celeron and equivalent to a P3 at equivalent speed? Selling into the "cheapo segment" risks K6izing the Duron in customers' minds. > Ture but as long as AMD fails to break into US corporate market, AMD's choices are limited. MHz ramp is a good shrt term choice. <It will be pointless if AMD accelerates the MHz ramp for the Durons, but then fails to up-sell them to the OEM's as P3 replacements. > AMD is pushing Durons to 900MHz this Q and that theoritically leaves Intel without any high-end sales. There is a risk here that the market may have tough time absorbing that. How do OEMs deal with that? It is hard to tell. It would have been much safer ramp if AMD got some penetration on the corporate side. <This is where broad-based (TV, magazine, Newspaper, etc) advertising of the Duron brand to the consumer might really pay off IMHO, but they have to be careful to not pull the high-end consumers away from the Athlon.> This is one aspect I have been concerned about for a while now. Not Duron/Athlon concerns in specific but the risk that the segmentation will fail at the current MHz ramp level. If you go and see retail now 800MHz-1GHz is being sold as high end and 500-650MHz is being sold as low-end. Can the market absorb a move to 700-900MHz for low-end and 1-1.5G for high-end in the next 90 days? A very tough question to answer. As an AMD long, the desired outcome of this ramp is that some companies add AMD to business SKUs on a boutique basis (1GHz plus) to alleviate the risk of falling system ASPs and revenues. <I would be even happier if I knew AMD had a high-end mobile chipset in the works - either in-house or subcontracted with a competent design organization. > If I were running the show at AMD, I would have put the 760 chipset guys to turn the 760 into a mobile solutions ASAP last quarter. No fancy features, something that consumes less power. Chuck

To: david_langston who wrote (13952)	10/14/2000 9:33:30 PM
From: Maverick	Respond to of 275872

I hope AMD has diverted plenty of assistance resources from helping VIA to ALi and SiS for low-end and mobile chipsets. I would be even happier if I knew AMD had a high-end mobile chipset in the works - either in-house or subcontracted with a competent design organization. I see that high-end laptops serving as desktop replacements could be a potential lever to pry open the commercial market. AMD had better be viewing this as the real battleground in '01. Mobile mkt is the fastest growing PC segment for both consumer and corp. A lack of Mobile Duron has limited AMD's upside. I couldn't agree more. AMD mktg is well aware of this. AMD basicaly ceded this mkt to INTC w/o a fight. AMD simply didn't have enough engr resource like INTC to address multiple mkts at once.