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

To: Andrew Shih who wrote (18385)	11/9/2000 3:30:07 PM
From: Buckwheat	Respond to of 275872

One thing that might be in AMD's favor concerning performance comparisons is that the buyer is a little better educated than he or she once was. The "high-end" buying public is even more informed than the average computer buyer. The days of the SX sham are probably over. A good indication of this was the failure of the original Celeron. If you remember, the game plan had to be changed quickly on the Celeron (L2 cache added). So if AMD has a good performing product for the high-end, I'm sure it will be well supported without the need for fire-sales. (motherboard availability and cheap memory are AMD's friends for at least the next two quarters) Buckwheat

To: Andrew Shih who wrote (18385)	11/9/2000 3:32:06 PM
From: eplace	Respond to of 275872

Andrew, John If a 1.2 Ghz Athlon is selling for $200, what's the price going to be for a 1 Ghz P3? -Andrew This is a very good point Andrew. I think the P4 puts Intel into a real quandary. Their highest volume chips as they have previously stated will be the PIII for quite some time. With their highest performing PIII at 1GHz until they get to 130nm (probably mid 2001), Intel will be put into a very difficult situation since AMD will be able to top or match those with their low end processors very soon. I think if the current Athlon can beat the P4 in most benchmarks, AMD needs to play that to the hilt. WE need to demand that they begin to advertise to bring that message to the uninformed masses. Something like 1.2 GHz Athlon kicks P4's butt in most performance benchmarks and is the best value on the market. I don't think Kash's idea of a PR rating would be a good one at all. Regards Ed P.

To: Andrew Shih who wrote (18385)	11/9/2000 4:11:12 PM
From: f.simons	Respond to of 275872

If AMD cannot convince the world that 1.2 GHz DDR is faster than 1.5 GHz P4 (very likely, IMO), they will have to sell 1.2 GHz to OEM's for $200. Andrew- You might have a point if anyone cared about speed. No one cares about it right now. Let me repeat that: No one cares about speed. I have been saying this for months (no apologies to Jim McMannis) and get hooted at whenever I do. Every time evidence surfaces that no one cares about speed, the same incredulous whining starts up on this thread. I would be saying the same thing if Intel launched a 2G Cpu that works tomorrow. Intel is actually poised to benefit from a speed step increase more than AMD is, because Intel is behind right now, so a step to 1.5 would represent a change in leadership. But why should anyone care if AMD, the already-leader, continues to lead? Frank