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

To: Tenchusatsu who wrote (17114)	11/1/2000 3:30:49 PM
From: stribe30	Read Replies (1) \| Respond to of 275872

Tenchusatsu said: "P.S. - Pentium 4 is already appearing at Pricewatch.com. Maybe Intel is finally cleaning up its act and going back to volume launches? That would indeed be a nightmare for the AMDroids!" Not if the rumoured poor benchmarks of the p4 as being reported in several sites is true.. if it's only 11% above a 1.1 Ghz Athlon in performance (as according to Computer Gaming World) and if pc places are grumbling about how poor it is (as according to the Register) then AMD ppl have nothing to worry about.

To: Tenchusatsu who wrote (17114)	11/1/2000 3:44:14 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Tench, as long as Micron keeps shipping the GHz and 1.2 GHz DDR machines, even if they are just PC1600, this is NOT a paper launch. I think it was several weeks after AMD's GHz launch that we saw five listings on Pricewatch, but it was not five months. Petz

To: Tenchusatsu who wrote (17114)	11/1/2000 4:08:51 PM
From: andreas_wonisch	Respond to of 275872

Tench, Re: One could have argued the same exact thing when Intel "paper launched" its 1 GHz processor. From a PR standpoint absolutely (what a perception would have been created if Intel lagged AMD several months?). But I think AMD's 1 GHz launch is much closer to the AMD 760 launch now than Intel's approach was. We will see good volume starting in early December while it took six months for the 1 GHz P3 to show first signs of general availability. I am no fan of accusing one side of doing everything wrong while the other executes flawless (and vice versa). But in the last few quarters Intel was clearly lagging behind. We will see in a few weeks if this is still the case. Andreas

To: Tenchusatsu who wrote (17114)	11/1/2000 4:09:27 PM
From: Goutam	Respond to of 275872

Tenchusatsu, Re: < One could have argued the same exact thing when Intel "paper launched" its 1 GHz processor. True. < How often did the Intel-a-bees hear it from the AMDroids who gleefully pointed out the vast availability of 1 GHz Athlons over 1 GHz Pentium III CPUs? > You are looking at it all the wrong way. The better question would have been "how often Intel-i-Dopes admitted that PIII 1 GHz launch was a paper launch when compared to AMDroids' willingness to contemplate AMD 760 launch as paper launch?" Even a better question would be "How often some Intel-i-Dopes said that Intel was shipping more 1GHz CPUs than AMD as if they had direct information from Intel while PIII 1GHz launch remained as a paper launch for a long time when compared to AMDRoids assessing the AMD760 situation more close to what it is?" < Pentium 4 is already appearing at Pricewatch.com. Maybe Intel is finally cleaning up its act and going back to volume launches? That would indeed be a nightmare for the AMDroids! > Hopefully Intel is doing the right thing. I'm not sure it would be a nightmare for the AMDroids, but PIIIs soon to be celeronization is definitely going to be a nightmare to Intel-i-Dopes whether they realize it or not. goutama

To: Tenchusatsu who wrote (17114)	11/1/2000 4:12:11 PM
From: tejek	Respond to of 275872

Tenchusatsu One could have argued the same exact thing when Intel "paper launched" its 1 GHz processor. How often did the Intel-a-bees hear it from the AMDroids who gleefully pointed out the vast availability of 1 GHz Athlons over 1 GHz Pentium III CPUs? What threads have you been posting on for the past two years? During the June, '99 Athlon launch, all the Intel longs posted were reminders that the Athlon volumes were not anywhere near levels satisfactory to them. In fact Elmer repeated ad nauseum...."MIA"....for the better half of a year. Now before I get flamed, know that I too am no fan of paper launches whatsoever, whether they be from AMD, Intel, Sun, Via, maybe even Sony. I just wanted to point out that, as far as the public is concerned, Intel is being held to a much higher standard here, while AMD can get away with these sorts of tricks. Higher standard? You're joking! Intel had one paper launch after another for the past year and half, and all the stock did was go up. Only when Intel warned did the stock drop....for all of a few days. I wish AMD had it so good. ted

To: Tenchusatsu who wrote (17114)	11/1/2000 4:26:00 PM
From: Jim McMannis	Respond to of 275872

RE:"P.S. - Pentium 4 is already appearing at Pricewatch.com. Maybe Intel is finally cleaning up its act and going back to volume launches? That would indeed be a nightmare for the AMDroids!" Seems like that would be a nightmare for P-3...with the 400 Mhz difference. Intel will definitely dominate the low end... Jim

To: Tenchusatsu who wrote (17114)	11/1/2000 5:57:13 PM
From: quasar_1	Read Replies (2) \| Respond to of 275872

Laugh Tracks... Intel is being held to a much higher standard here, while AMD can get away with these sorts of tricks. You're joking right... Look at the recent performance and the current product line up of the two companies then look at how the market values them. Look at how the ANALyst community values them ($25 price 'targets' on AMD? Wow that's going out on a limb...). Maybe AMD doesn't have enough 'equity investments' to generate any respect—the Rodney Dangerfield of silicon. Who is getting the 'free ride' here? Q