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: DRBES who wrote (22971)	12/19/2000 2:41:22 PM
From: DRBES	Respond to of 275872

re:#2 "P3 continues to sputter at 800 MHz..." In all candor and sincerity I do hope that your use of the word "sputter" was not an intentional pun. Patient Regards, DARBES

To: DRBES who wrote (22971)	12/19/2000 2:51:42 PM
From: TechieGuy-alt	Respond to of 275872

Very good point. Others on this thread (including yours truly) have refered to this as the "celeronisation of the P3". This is of course caused by the Duron overlapping P3 frequencies and leaving the celeron far behind. The P3 is caught between a rock (the 1GHz limit) and a hard place (sub $60 Durons encroaching on its speeds). TG

To: DRBES who wrote (22971)	12/19/2000 3:19:40 PM
From: rsi_boy	Respond to of 275872

For example, there is a real risk that the "sweet spot" of the Durons may exceed, in real and viable performance, the "sweet spot" of the pentiuM offerings. For inteL, this has to be a "GOOD GRIEF!" may exceed? I haven't heard of a Duron yet that can't make it to 900 with multiplier unlocking. My 650 for example, runs solid at 1040! of course, this raises the issue of underbinning at AMD. it seems, their natural frequency spread is almost too narrow to achieve a properly segmented product line. t.

To: DRBES who wrote (22971)	12/19/2000 3:50:18 PM
From: Tenchusatsu	Read Replies (5) \| Respond to of 275872

Darbes, <inteL is sitting on a mountain of equipment that, since it cannot be practicably upgraded to the competitive AMD offerings that are becoming increasingly commonplace in the semi market, they are going to be forced to write down and rapidly replace much of this mountain in order to merely remain competitive.> I don't if you've noticed or not, but AMD has been sitting on a huge price/MHz advantage for many months now. And that "advantage" can only grow as inventories continue to build and AMD continues dropping prices through the floor. Don't you guys even wonder what impact this is obviously having on AMD's ASP, or the ultimate impact on AMD's profitability and future prospects? Or are you guys way too focused on the impact to Intel's business to notice the corresponding impact to AMD's? Tenchusatsu