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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (7775)	11/13/2000 7:09:31 PM
From: mishedlo	Read Replies (1) \| Respond to of 30051

AMD conceeds performance crown - Delays 1.5 GB Athlon yahoo.cnet.com Conceeding the performance crown already? On the desktop front, AMD also has pushed back the release of a 1.5-GHz version of Athlon until mid-2001, rather than in the first quarter as was originally expected. By then, rival Intel will be preparing a 2-GHz version of the Pentium 4. and But because of slowing demand, CEO Jerry Sanders said during a company conference call in October that the company would delay its effort to get Athlon inside corporate PCs from a major manufacturer until the middle of 2001. This should be good for AMD. They are, IMHO, making a graceful retreat from the corporate market, and returning to a role as a successful follower, filling Intel's gaps. "There is absolutely a gap in Intel's lineup," he said. "Athlon sits very comfortably in it. It sure doesn't appear we will see a head to head challenge to the P4 from AMD soon. But despite these delays, the company is continuing to press hard in the desktop market. In 2002, AMD will release "Thoroughbred", a version of Palomino built on the more advanced 0.13-micron technology, and follow it will "Appaloosa," a similar version of Morgan. Looks like the P4 will go unchallenged till 2002. We'll see what happens with SDRAM and DDR as RDRAM prices continue to free fall. What good is a niche product (DDR) that is more expensive than the top performer? Artie