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

To: Pravin Kamdar who wrote (14208)	10/16/2000 3:51:01 PM
From: EricRR	Respond to of 275872

That's not the point. AMD could market Athlon accross the entire Duron + Athlon range if the wanted to, and make more money in the process. -The point of having Duron, I believe, is to compete in $399, $499, $599 kind of data points. Leave this to market to VIA. Why chase the table scraps when you have the best technology? -Intel and AMD need segmentation for the same reasons. To improve ASPs by creating differentiated brands. Intel needs the Celeron vs P3 segmentation so as not to cripple P3 ASP, due to the speed overlap in the two lines. AMD is not in this situation. -Pravin, that seems to be rather "light" argument. Are you sure it is not the pain of margin that is talking here? Chuck, I respect your opinion, but I stick by what I am saying. And, yes, the margin pain is significant. I'm just trying to figure out how AMD could better position themselves Pravin- I agree with chuck. AMD has built a quality name with the Athlon. There is no need to pollute it. AMD has been shafted by Via. Via probably had this plan all along to take the low end market. Leave them nothing. Lets hope that SIS and Ali can deliver, and that NVidia and Micron enter the chipset markets. I think NVidia is the big wild card. They are developing chipsets for both Intel and AMD, despite haveing to work closely with intel on the Xbox. I think they fear that intel could ambush them with its own high end graphics chipset, and they need AMD as a backup in case it happens.

To: Pravin Kamdar who wrote (14208)	10/16/2000 4:36:46 PM
From: Charles R	Respond to of 275872

Pravin, <Not a single major OEM has adopted Duron for sale in lead markets. > Christmas builds officially begin about now. If we don't see duron in the stores by Halloween, I would agree with you. <600 and 700 Mhz Celerons sell for $75 and $130, while the Duron counterparts sell for $45 and $65 (per Pricewatch). The argument that a $25 difference in motherboard price is limiting Duron acceptance in garbage. $65 + $25 = $90 is still 30% lower than the $130 cost of the 700 Mhz Celeron. > If you look at how aggressively Intel has priced 1G PIIIs (based on HP, Dell, Compaq pricing), it seems to me that select OEMs are getting sweetheart prices from Intel that are not readily apparent on PriceWatch. <Leave this to market to VIA. Why chase the table scraps when you have the best technology?> Because AMD has so far not gotten any Commercial SKUs to leverage that "best" technology. As long as AMD is limited to the consumer market, it has to get even the lowest end of business. <I'm just trying to figure out how AMD could better position themselves.> I haer you. Good luck, Chuck