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

To: Road Walker who wrote (21918)12/8/2000 1:48:19 AM
From: PetzRespond to of 275872
 
<<What makes you think AMD will have significant losses in microprocessor unit and dollar sales? I expect AMD will have gains in units and dollar sales in microprocessors until Q2 2001. Q3 2001 is when I expect things to get tough for AMD.>>

John F: <That's because you believe the market is based on a some performance metric and that end users are aware. They are not aware...>

They are aware of two numbers, the MHz and the price. At any price point except > $2000, AMD MHz is much greater than Intel MHz. It doesn't take much computer knowledge or intelligence to come to a sensible conclusion.

The bolded statement is only barely true now for the Duron, but it will become very obvious in Q1.

Petz



To: Road Walker who wrote (21918)12/8/2000 10:38:16 AM
From: that_crazy_dougRespond to of 275872
 
<< Any more than you are aware of the price performance difference of a Gillette or Schick (sp?) razor blade. You buy what you are comfortable with, primarily because of the marketing. >>

A somewhat misleading analogy on 2 levels. 1) People don't buy computers like razors, most people are still probably on their 1st, 2nd, or 3rd computer. 2) Most people probably recognize the computer as a dell, a gateway, or a compaq, not as an Intel or an AMD.


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