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.

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

To: porn_start878 who wrote (15810)	10/25/2000 11:36:06 AM
From: Petz	Read Replies (1) \| Respond to of 275872

max, <AMD will need .13u early in Q3, which is unlikely.> Intel needs it at about the same time to continue to ramp P4 volume without affecting P3 volume. If 0.13u is not significantly contributing to P3/P4 volume in Q3, there will be a CPU shortage again. The 3:1 ratio of P3's per wafer to P4's per wafer will kill total output if 0.13 is "late." My own humble opinion is that neither AMD nor Intel will have any significant 0.13 output in Q3, and that the CPU shortage will occur, even with a modest (15%) YOY increase in computer shipments. Petz

To: porn_start878 who wrote (15810)	10/25/2000 2:16:28 PM
From: jamok99	Read Replies (1) \| Respond to of 275872

m_a_x, <<So the kind of buyers you describe don't care about "k6", "celeron", "PII", "Athlon", "Duron", "P4"? I don't think so. The kind of dumb customers that only look to MHz will rush on the Duron, which will be between 900 and 1GHz by the end of Q1.>> If I understand your point correctly, I agree that there are a range of buyers from very uninformed to extremely informed. And sure, those who are best informed will likely make a rational price/performance decision. But I disagree that most 'average' buyers will make such a decision based solely, or even mostly, on price/performance. I think that to most folks, AMD still has a strange 'inferior' odor to it, and that Intel wins the PR/branding contest hands down - how else to explain that, at least in the US, it appears that a lot of folks are often willing to pay more for the Intel name, despite inferior performance? (I guess that could apply both to CPU and stock prices ;-)I think this is slowly changing, but IMO AMD has an unusually large amount of obstacles in achieving parity with Intel that unfortunately go well beyond the traditional criteria of price/performance, and more rightly fall into the catagory of marketing/perception. It's hard enough to win the first battle - the additional burdens AMD has may be overbearing - I hope not, but we'll see.